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
$539M
AUM Growth
-$41M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
194
New
Increased
Reduced
Closed

Top Buys

1
+$6.19M
2
+$5.45M
3
+$4.93M
4
SGOV icon
iShares 0-3 Month Treasury Bond ETF
SGOV
+$4.85M
5
IGV icon
iShares Expanded Tech-Software Sector ETF
IGV
+$4.7M

Top Sells

1
+$14.4M
2
+$10M
3
+$9.67M
4
SPLV icon
Invesco S&P 500 Low Volatility ETF
SPLV
+$7.68M
5
IEF icon
iShares 7-10 Year Treasury Bond ETF
IEF
+$7.56M

Sector Composition

1 Consumer Staples 0.84%
2 Energy 0.84%
3 Technology 0.62%
4 Industrials 0.48%
5 Financials 0.48%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$173K 0.03%
6,617
+407
127
$169K 0.03%
2,164
128
$148K 0.03%
4,577
-54
129
$148K 0.03%
2,555
-32
130
$147K 0.03%
2,664
-31
131
$141K 0.03%
2,795
-625
132
$121K 0.02%
+2,419
133
$121K 0.02%
2,028
-1,123
134
$120K 0.02%
2,399
-633
135
$112K 0.02%
1,084
-417
136
$107K 0.02%
2,282
137
$105K 0.02%
929
-4,232
138
$102K 0.02%
+2,000
139
$97.6K 0.02%
+3,800
140
$92.5K 0.02%
+1,000
141
$89.7K 0.02%
1,804
-474
142
$89.3K 0.02%
1,789
-471
143
$86.2K 0.02%
1,730
144
$74.1K 0.01%
1,500
145
$67.8K 0.01%
1,163
146
$67.6K 0.01%
988
+375
147
$62.8K 0.01%
1,267
-6,505
148
$60.5K 0.01%
1,206
-1,035
149
$55.3K 0.01%
627
150
$52.1K 0.01%
685
+6
4 5
6
7 8