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
$347M
AUM Growth
-$69M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
109
New
Increased
Reduced
Closed

Top Buys

1
+$11.6M
2
+$10.9M
3
+$5.08M
4
DIA icon
SPDR Dow Jones Industrial Average ETF Trust
DIA
+$4.22M
5
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$3.42M

Top Sells

1
+$12.3M
2
+$4.65M
3
+$4.04M
4
ITOT icon
iShares Core S&P Total US Stock Market ETF
ITOT
+$4.03M
5
FREL icon
Fidelity MSCI Real Estate Index ETF
FREL
+$3.66M

Sector Composition

1 Consumer Staples 0.88%
2 Industrials 0.62%
3 Healthcare 0.59%
4 Technology 0.44%
5 Financials 0.29%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$5.83K ﹤0.01%
409
-8,369
102
$5K ﹤0.01%
171
-3,500
103
$119 ﹤0.01%
6
-147,758
104
– –
-120,943
105
– –
-12,121
106
– –
-28,937
107
– –
-6,529
108
– –
-10,155
109
– –
-21
1 2 3 4
5