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
$453M
AUM Growth
+$42.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
117
New
Increased
Reduced
Closed

Top Buys

1
+$5.32M
2
+$4.49M
3
+$3.87M
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$3.79M
5
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$3.57M

Top Sells

1
+$5.35M
2
+$4.97M
3
+$4.47M
4
GVI icon
iShares Intermediate Government/Credit Bond ETF
GVI
+$3.59M
5
EEMV icon
iShares MSCI Emerging Markets Min Vol Factor ETF
EEMV
+$3.34M

Sector Composition

1 Industrials 1.13%
2 Consumer Staples 0.91%
3 Healthcare 0.91%
4 Technology 0.77%
5 Consumer Discretionary 0.4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$235K 0.05%
+11,662
102
$230K 0.05%
+1,035
103
$204K 0.05%
4,711
+1,530
104
$203K 0.04%
1,380
105
$114K 0.03%
1,480
106
$68.4K 0.02%
1,500
-50
107
$54.7K 0.01%
591
108
$26.9K 0.01%
741
-77,457
109
$10.2K ﹤0.01%
335
+2
110
$9.6K ﹤0.01%
77
111
$5.25K ﹤0.01%
+48
112
$3.33K ﹤0.01%
48
+21
113
$1.7K ﹤0.01%
+23
114
$612 ﹤0.01%
+6
115
– –
-9,052
116
– –
-766
117
– –
-12,805
1 2 3 4
5