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
$474M
AUM Growth
+$126M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
119
New
Increased
Reduced
Closed

Top Buys

1
+$11.2M
2
+$9.65M
3
+$8.73M
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$7.43M
5
USMV icon
iShares MSCI USA Min Vol Factor ETF
USMV
+$6.65M

Top Sells

1
+$4.85M
2
+$1.27M
3
+$1.2M
4
INTF icon
iShares International Equity Factor ETF
INTF
+$1.04M
5
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$1.02M

Sector Composition

1 Consumer Staples 0.77%
2 Industrials 0.75%
3 Healthcare 0.7%
4 Technology 0.5%
5 Consumer Discretionary 0.34%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$63.7K 0.01%
1,000
102
$55.2K 0.01%
1,720
+94
103
$42.5K 0.01%
614
+2
104
$10.3K ﹤0.01%
84
105
$8.51K ﹤0.01%
350
+3
106
– –
-1,365
107
– –
-162
108
– –
-9,512
109
– –
-409
110
– –
-171
111
– –
-6
112
– –
-7,213
113
– –
-430
114
– –
-70
115
– –
-499
116
– –
-10,015
117
– –
-411
118
– –
-16,520
119
– –
-5,948
1 2 3 4
5