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
$411M
AUM Growth
+$52.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
113
New
Increased
Reduced
Closed

Top Buys

1
+$4.97M
2
+$4.79M
3
+$4.69M
4
GSEW icon
Goldman Sachs Equal Weight US Large Cap Equity ETF
GSEW
+$4.22M
5
IJS icon
iShares S&P Small-Cap 600 Value ETF
IJS
+$4.01M

Top Sells

1
+$7.55M
2
+$4.65M
3
+$3.55M
4
ARKG icon
ARK Genomic Revolution ETF
ARKG
+$2.04M
5
EEMV icon
iShares MSCI Emerging Markets Min Vol Factor ETF
EEMV
+$1.55M

Sector Composition

1 Industrials 1.22%
2 Healthcare 1.08%
3 Consumer Staples 1.05%
4 Technology 0.71%
5 Consumer Discretionary 0.48%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$9.77K ﹤0.01%
77
-7
102
$1.67K ﹤0.01%
27
103
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-1,715
104
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105
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106
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-164,479
107
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-782
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109
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-16,427
110
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-1,056
111
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-16,190
112
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-11,514
113
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-24,502
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5