HCA

Heck Capital Advisors Portfolio holdings

AUM $1.16B
1-Year Est. Return 12.2%
This Quarter Est. Return
1 Year Est. Return
+12.2%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$553M
AUM Growth
+$2.48M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
136
New
Increased
Reduced
Closed

Top Buys

1
+$14M
2
+$8.12M
3
+$6.85M
4
IJK icon
iShares S&P Mid-Cap 400 Growth ETF
IJK
+$5.24M
5
GDX icon
VanEck Gold Miners ETF
GDX
+$4.09M

Top Sells

1
+$8.66M
2
+$5.64M
3
+$5.25M
4
PYZ icon
Invesco Dorsey Wright Basic Materials Momentum ETF
PYZ
+$3.24M
5
KRE icon
SPDR S&P Regional Banking ETF
KRE
+$2.67M

Sector Composition

1 Consumer Staples 0.84%
2 Industrials 0.7%
3 Technology 0.62%
4 Healthcare 0.49%
5 Communication Services 0.47%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$6.3M 1.14%
126,403
+885
27
$6.07M 1.1%
185,422
+819
28
$5.79M 1.05%
86,177
+569
29
$4.65M 0.84%
71,869
+15,492
30
$4.62M 0.83%
42,541
+242
31
$4.51M 0.81%
56,036
+1,610
32
$4.44M 0.8%
36,087
-7,550
33
$4.35M 0.79%
39,632
+3,300
34
$4.09M 0.74%
+106,726
35
$4.07M 0.74%
66,726
-16,070
36
$4.05M 0.73%
56,173
-9,779
37
$4.03M 0.73%
160,690
+1,192
38
$3.55M 0.64%
23,252
39
$3.48M 0.63%
69,265
+2,920
40
$3.27M 0.59%
123,390
+13,236
41
$3.2M 0.58%
+72,887
42
$3.16M 0.57%
+23,932
43
$3.15M 0.57%
113,479
-19,470
44
$3.09M 0.56%
56,113
-44,175
45
$2.76M 0.5%
34,885
-563
46
$2.69M 0.49%
59,145
-952
47
$2.63M 0.47%
+299,598
48
$2.59M 0.47%
39,400
-641
49
$2.56M 0.46%
47,710
-500
50
$2.47M 0.45%
88,999
+32,666
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