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
$275M
AUM Growth
+$48.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
102
New
Increased
Reduced
Closed

Top Buys

1
+$31.6M
2
+$2.33M
3
+$2.25M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$1.32M
5
XOM icon
Exxon Mobil
XOM
+$1M

Top Sells

1
+$312K
2
+$200K
3
+$194K
4
AFL icon
Aflac
AFL
+$149K
5
LUV icon
Southwest Airlines
LUV
+$144K

Sector Composition

1 Energy 1.13%
2 Consumer Staples 0.99%
3 Industrials 0.93%
4 Healthcare 0.61%
5 Financials 0.6%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
– –
-2,506
102
– –
-2,678
1 2 3 4
5