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
$872M
AUM Growth
+$4.21M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
249
New
Increased
Reduced
Closed

Top Buys

1
+$12M
2
+$11.5M
3
+$6.93M
4
IWN icon
iShares Russell 2000 Value ETF
IWN
+$5.98M
5
TUA icon
Simplify Short Term Treasury Futures Strategy ETF
TUA
+$5.13M

Top Sells

1
+$8.84M
2
+$8.24M
3
+$6.36M
4
EWJV icon
iShares MSCI Japan Value ETF
EWJV
+$4.73M
5
DGIN icon
VanEck Digital India ETF
DGIN
+$4.67M

Sector Composition

1 Consumer Staples 0.59%
2 Technology 0.56%
3 Industrials 0.44%
4 Energy 0.43%
5 Financials 0.4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$9.5K ﹤0.01%
+285
227
$9.46K ﹤0.01%
89
-426
228
$9.43K ﹤0.01%
+592
229
$8.38K ﹤0.01%
267
+4
230
$5.61K ﹤0.01%
+184
231
$5.48K ﹤0.01%
58
232
$3.35K ﹤0.01%
31
-4,969
233
$3.24K ﹤0.01%
+52
234
$2.76K ﹤0.01%
31
235
$1.42K ﹤0.01%
27
236
$406 ﹤0.01%
3
-100
237
$82 ﹤0.01%
4
238
– –
0
239
– –
-1,669
240
– –
-247,130
241
– –
-104,289
242
– –
-2,235
243
– –
-5,700
244
– –
-90,961
245
– –
-224
246
– –
-70,414
247
– –
-49,156
248
– –
-119,059
249
– –
-76,473
6 7 8 9
10