HCA
Heck Capital Advisors Portfolio holdings
AUM
$1.16B
This Quarter Return
+16.31%
1 Year Return
+12.2%
3 Year Return
+38.84%
5 Year Return
+67.97%
10 Year Return
–
AUM
$474M
AUM Growth
+$474M
(+36%)
Cap. Flow
+$72.4M
Cap. Flow
% of AUM
15.29%
Top 10 Holdings %
Top 10 Hldgs %
68.26%
Holding
119
New
16
Increased
57
Reduced
25
Closed
14
Top Buys
| 1 |
iShares MSCI USA Quality Factor ETF
QUAL
|
$11.2M |
| 2 |
Invesco S&P 500 Equal Weight ETF
RSP
|
$9.65M |
| 3 |
iShares Core S&P 500 ETF
IVV
|
$8.73M |
| 4 |
Vanguard Total Stock Market ETF
VTI
|
$7.43M |
| 5 |
iShares MSCI USA Min Vol Factor ETF
USMV
|
$6.65M |
Top Sells
Sector Composition
| 1 | Consumer Staples | 0.77% |
| 2 | Industrials | 0.75% |
| 3 | Healthcare | 0.7% |
| 4 | Technology | 0.5% |
| 5 | Consumer Discretionary | 0.34% |
