HCA
Heck Capital Advisors Portfolio holdings
AUM
$1.16B
This Quarter Return
-1.38%
1 Year Return
+12.2%
3 Year Return
+38.84%
5 Year Return
+67.97%
10 Year Return
–
AUM
$501M
AUM Growth
+$501M
(-0.58%)
Cap. Flow
+$4.63M
Cap. Flow
% of AUM
0.92%
Top 10 Holdings %
Top 10 Hldgs %
54.8%
Holding
120
New
7
Increased
54
Reduced
44
Closed
5
Top Buys
| 1 |
Invesco S&P 500 Low Volatility ETF
SPLV
|
$7.93M |
| 2 |
iShares MSCI USA Quality Factor ETF
QUAL
|
$1.53M |
| 3 |
VanEck Agribusiness ETF
MOO
|
$1.04M |
| 4 |
VanEck Environmental Services ETF
EVX
|
$1.03M |
| 5 |
FOVL
iShares Focused Value Factor ETF
FOVL
|
$1.03M |
Top Sells
| 1 |
Invesco S&P 500 Equal Weight ETF
RSP
|
$6.01M |
| 2 |
VanEck Gaming ETF
BJK
|
$2.09M |
| 3 |
US Global Jets ETF
JETS
|
$1.91M |
| 4 |
WisdomTree Emerging Markets ex-State-Owned Enterprises Fund
XSOE
|
$1.55M |
| 5 |
iShares Russell 1000 ETF
IWB
|
$827K |
Sector Composition
| 1 | Industrials | 0.87% |
| 2 | Consumer Staples | 0.85% |
| 3 | Healthcare | 0.73% |
| 4 | Technology | 0.7% |
| 5 | Communication Services | 0.38% |
