HCA

Heck Capital Advisors Portfolio holdings

AUM $1.16B
1-Year Est. Return 12.2%
This Quarter Est. Return
1 Year Est. Return
+12.2%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$272M
AUM Growth
-$31.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
102
New
Increased
Reduced
Closed

Top Buys

1 +$3.22M
2 +$1.84M
3 +$1.82M
4
QUAL icon
iShares MSCI USA Quality Factor ETF
QUAL
+$714K
5
PG icon
Procter & Gamble
PG
+$685K

Sector Composition

1 Consumer Staples 1.4%
2 Energy 0.97%
3 Industrials 0.84%
4 Healthcare 0.52%
5 Financials 0.39%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
101
-524
102
-439