HCA

Heck Capital Advisors Portfolio holdings

AUM $1.35B
1-Year Est. Return 16.6%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+16.6%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$889M
AUM Growth
+$17.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
264
New
Increased
Reduced
Closed

Top Buys

1
+$18.1M
2
+$7.09M
3
+$4.66M
4
TYA icon
Simplify Intermediate Term Treasury Futures Strategy ETF
TYA
+$4.3M
5
FREL icon
Fidelity MSCI Real Estate Index ETF
FREL
+$3.29M

Top Sells

1
+$15.9M
2
+$4.14M
3
+$3.68M
4
IWC icon
iShares Micro-Cap ETF
IWC
+$3.53M
5
IWN icon
iShares Russell 2000 Value ETF
IWN
+$3.28M

Sector Composition

1 Technology 0.74%
2 Consumer Staples 0.64%
3 Financials 0.49%
4 Industrials 0.49%
5 Communication Services 0.44%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$227 ﹤0.01%
+10
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$178 ﹤0.01%
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228
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229
$123 ﹤0.01%
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230
$92 ﹤0.01%
4
231
$15 ﹤0.01%
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7 8 9
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