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
151
$49.7K 0.01%
528
+4
152
$33.9K 0.01%
335
+2
153
$28.2K 0.01%
+525
154
$26.3K ﹤0.01%
+255
155
$25.4K ﹤0.01%
+45
156
$24.2K ﹤0.01%
+415
157
$24.1K ﹤0.01%
+205
158
$22.7K ﹤0.01%
466
+5
159
$21.7K ﹤0.01%
+155
160
$21.4K ﹤0.01%
429
161
$21.1K ﹤0.01%
+125
162
$20.6K ﹤0.01%
+35
163
$19.2K ﹤0.01%
+350
164
$18.7K ﹤0.01%
+516
165
$18.5K ﹤0.01%
+550
166
$18.2K ﹤0.01%
807
167
$17.7K ﹤0.01%
137
-684
168
$16.2K ﹤0.01%
+490
169
$15.9K ﹤0.01%
179
+2
170
$14.3K ﹤0.01%
+35
171
$13.5K ﹤0.01%
+65
172
$12.6K ﹤0.01%
+380
173
$12K ﹤0.01%
48
174
$11.3K ﹤0.01%
103
+21
175
$11.3K ﹤0.01%
166
4 5 6
7
8