HCA

Heck Capital Advisors Portfolio holdings

AUM $1.16B
1-Year Est. Return 12.2%
This Quarter Est. Return
1 Year Est. Return
+12.2%
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
176
$11.2K ﹤0.01%
+170
177
$10.6K ﹤0.01%
+35
178
$7.75K ﹤0.01%
304
+2
179
$7.66K ﹤0.01%
153
180
$2.35K ﹤0.01%
31
181
$1.32K ﹤0.01%
27
182
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-1
183
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-1
184
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-1,746
185
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-774
186
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-287,306
187
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-2,750
188
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-35,858
189
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-185,504
190
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-1
191
– –
-186,942
192
– –
-122,352
193
– –
-3,041
194
– –
-2,197
4 5 6 7
8