HCA
Heck Capital Advisors Portfolio holdings
AUM
$1.16B
1-Year Return
12.2%
This Quarter Return
+9.44%
1 Year Return
+12.2%
3 Year Return
+38.84%
5 Year Return
+67.97%
10 Year Return
–
AUM
$613M
AUM Growth
+$73.2M
(+14%)
Cap. Flow
+$30M
Cap. Flow
% of AUM
4.9%
Top 10 Holdings %
Top 10 Hldgs %
43.91%
Holding
208
New
27
Increased
44
Reduced
93
Closed
16
Top Buys
| 1 |
iShares Latin America 40 ETF
ILF
|
$17.8M |
| 2 |
iShares 1-3 Year Treasury Bond ETF
SHY
|
$10.4M |
| 3 |
iShares Russell 2000 Value ETF
IWN
|
$9.53M |
| 4 |
iShares US Regional Banks ETF
IAT
|
$9.43M |
| 5 |
iShares Core S&P 500 ETF
IVV
|
$8.31M |
Top Sells
Sector Composition
| 1 | Consumer Staples | 0.76% |
| 2 | Energy | 0.71% |
| 3 | Technology | 0.64% |
| 4 | Industrials | 0.5% |
| 5 | Financials | 0.39% |
