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HCA

Heck Capital Advisors Portfolio holdings

AUM $1.35B
1-Year Est. Return 16.6%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+16.6%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$497M
AUM Growth
-$56.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
161
New
Increased
Reduced
Closed

Top Buys

1
+$17.1M
2
+$16.3M
3
+$9.49M
4
IEF icon
iShares 7-10 Year Treasury Bond ETF
IEF
+$7.92M
5
TLH icon
iShares 10-20 Year Treasury Bond ETF
TLH
+$6.87M

Top Sells

1
+$20.3M
2
+$8.12M
3
+$7.81M
4
BBAG icon
JPMorgan BetaBuilders US Aggregate Bond ETF
BBAG
+$7.76M
5
IQLT icon
iShares MSCI Intl Quality Factor ETF
IQLT
+$6.78M

Sector Composition

1 Consumer Staples 0.85%
2 Energy 0.51%
3 Industrials 0.44%
4 Technology 0.42%
5 Healthcare 0.39%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
– –
-113,479
152
– –
-98,743
153
– –
-28
154
– –
-123,390
155
– –
-26
156
– –
-53
157
– –
-1,039
158
– –
-88,999
159
– –
-72,887
160
– –
-23,932
161
– –
-56,113
3 4 5 6
7