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
$334M
AUM Growth
+$62.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
101
New
Increased
Reduced
Closed

Top Buys

1
+$11.3M
2
+$4.86M
3
+$4.05M
4
EFAV icon
iShares MSCI EAFE Min Vol Factor ETF
EFAV
+$2.24M
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$2.22M

Top Sells

1
+$2.34M
2
+$1.23M
3
+$332K
4
LRGF icon
iShares US Equity Factor ETF
LRGF
+$204K
5
VZ icon
Verizon
VZ
+$166K

Sector Composition

1 Consumer Staples 0.94%
2 Energy 0.91%
3 Industrials 0.81%
4 Healthcare 0.47%
5 Financials 0.38%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
– –
-2,955
1 2 3 4
5