HCA
Heck Capital Advisors Portfolio holdings
AUM
$1.16B
This Quarter Return
-3.1%
1 Year Return
+12.2%
3 Year Return
+38.84%
5 Year Return
+67.97%
10 Year Return
–
AUM
$539M
AUM Growth
+$539M
(-7.1%)
Cap. Flow
-$22.1M
Cap. Flow
% of AUM
-4.1%
Top 10 Holdings %
Top 10 Hldgs %
42.16%
Holding
194
New
33
Increased
57
Reduced
72
Closed
13
Top Buys
| 1 |
Pacer US Cash Cows 100 ETF
COWZ
|
$6.19M |
| 2 |
Fidelity MSCI Energy Index ETF
FENY
|
$5.45M |
| 3 |
iShares MSCI USA Equal Weighted ETF
EUSA
|
$4.93M |
| 4 |
iShares 0-3 Month Treasury Bond ETF
SGOV
|
$4.85M |
| 5 |
iShares Expanded Tech-Software Sector ETF
IGV
|
$4.7M |
Top Sells
Sector Composition
| 1 | Consumer Staples | 0.84% |
| 2 | Energy | 0.84% |
| 3 | Technology | 0.62% |
| 4 | Industrials | 0.48% |
| 5 | Financials | 0.48% |
