HCA

Heck Capital Advisors Portfolio holdings

AUM $1.29B
1-Year Est. Return 13.53%
This Quarter Est. Return
1 Year Est. Return
+13.53%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$453M
AUM Growth
+$42.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
117
New
Increased
Reduced
Closed

Top Buys

1
+$5.32M
2
+$4.49M
3
+$3.87M
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$3.79M
5
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$3.57M

Top Sells

1
+$5.35M
2
+$4.97M
3
+$4.47M
4
GVI icon
iShares Intermediate Government/Credit Bond ETF
GVI
+$3.59M
5
EEMV icon
iShares MSCI Emerging Markets Min Vol Factor ETF
EEMV
+$3.34M

Sector Composition

1 Industrials 1.13%
2 Consumer Staples 0.91%
3 Healthcare 0.91%
4 Technology 0.77%
5 Consumer Discretionary 0.4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$553K 0.12%
10,442
77
$553K 0.12%
11,453
-294
78
$550K 0.12%
3,616
-83
79
$540K 0.12%
4,094
-1,095
80
$538K 0.12%
8,264
+3,951
81
$527K 0.12%
11,634
-303
82
$525K 0.12%
11,320
-270
83
$520K 0.11%
8,774
+2,926
84
$500K 0.11%
18,187
+6,802
85
$491K 0.11%
6,021
86
$455K 0.1%
2,098
-51
87
$426K 0.09%
1,877
-1,190
88
$382K 0.08%
2,703
-64
89
$376K 0.08%
3,003
-78
90
$356K 0.08%
1,665
91
$356K 0.08%
10,315
+3,359
92
$344K 0.08%
+7,906
93
$334K 0.07%
3,810
-426
94
$318K 0.07%
4,223
-104
95
$314K 0.07%
1,862
-51
96
$313K 0.07%
+4,144
97
$306K 0.07%
860
98
$300K 0.07%
+3,281
99
$300K 0.07%
1,204
-27
100
$259K 0.06%
+1,222
1 2 3
4
5