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
$501M
AUM Growth
-$2.91M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
120
New
Increased
Reduced
Closed

Top Buys

1
+$7.93M
2
+$1.53M
3
+$1.04M
4
EVX icon
VanEck Environmental Services ETF
EVX
+$1.03M
5
FOVL
iShares Focused Value Factor ETF
FOVL
+$1.03M

Top Sells

1
+$6.01M
2
+$2.09M
3
+$1.91M
4
XSOE icon
WisdomTree Emerging Markets ex-State-Owned Enterprises Fund
XSOE
+$1.55M
5
IWB icon
iShares Russell 1000 ETF
IWB
+$827K

Sector Composition

1 Industrials 0.87%
2 Consumer Staples 0.85%
3 Healthcare 0.73%
4 Technology 0.7%
5 Communication Services 0.38%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$655K 0.13%
33,043
-529
77
$614K 0.12%
14,677
+1,019
78
$610K 0.12%
8,328
+8,258
79
$590K 0.12%
3,606
-62
80
$574K 0.11%
4,861
-79
81
$555K 0.11%
10,024
-363
82
$547K 0.11%
11,290
-220
83
$539K 0.11%
11,610
-186
84
$536K 0.11%
9,065
-148
85
$529K 0.11%
8,806
+18
86
$503K 0.1%
18,445
+466
87
$486K 0.1%
11,417
-193
88
$479K 0.1%
15,752
-7,920
89
$465K 0.09%
2,749
-1,279
90
$425K 0.08%
1,943
+5
91
$422K 0.08%
6,021
92
$406K 0.08%
2,700
-41
93
$390K 0.08%
4,088
-66
94
$383K 0.08%
2,996
-50
95
$372K 0.07%
10,463
+266
96
$357K 0.07%
4,208
-68
97
$337K 0.07%
4,125
-67
98
$334K 0.07%
+6,344
99
$324K 0.06%
4,125
-70
100
$315K 0.06%
1,861
-34
1 2 3
4
5