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
$417M
AUM Growth
+$91.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
104
New
Increased
Reduced
Closed

Top Buys

1
+$17.9M
2
+$15.6M
3
+$12.6M
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$8.31M
5
EMGF icon
iShares Emerging Markets Equity Factor ETF
EMGF
+$4.58M

Top Sells

1
+$4.65M
2
+$2.27M
3
+$360K
4
ITOT icon
iShares Core S&P Total US Stock Market ETF
ITOT
+$314K
5
FIDU icon
Fidelity MSCI Industrials Index ETF
FIDU
+$281K

Sector Composition

1 Consumer Staples 0.84%
2 Energy 0.73%
3 Industrials 0.67%
4 Healthcare 0.56%
5 Financials 0.43%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
– –
-3,156
102
– –
-2,134
103
– –
-971
104
– –
-3,624
1 2 3 4
5