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
$521M
AUM Growth
+$4.95M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
157
New
Increased
Reduced
Closed

Top Buys

1
+$14.7M
2
+$8.6M
3
+$8M
4
TBX icon
ProShares Short 7-10 Year Treasury
TBX
+$5.24M
5
TBF icon
ProShares Short 20+ Year Treasury ETF
TBF
+$5.02M

Top Sells

1
+$14.5M
2
+$14.2M
3
+$7.34M
4
CMBS icon
iShares CMBS ETF
CMBS
+$5.75M
5
PHB icon
Invesco Fundamental High Yield Corporate Bond ETF
PHB
+$5.65M

Sector Composition

1 Consumer Staples 0.87%
2 Technology 0.75%
3 Energy 0.68%
4 Industrials 0.46%
5 Healthcare 0.41%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$7.52M 1.44%
112,539
+5,341
27
$7.52M 1.44%
120,441
+3,420
28
$6.91M 1.33%
252,549
+136,103
29
$6.14M 1.18%
67,823
-1,817
30
$5.58M 1.07%
92,064
-2,229
31
$5.24M 1%
+187,874
32
$5.02M 0.96%
+237,759
33
$4.82M 0.93%
47,441
-1,279
34
$4.19M 0.8%
45,994
-1,335
35
$4.18M 0.8%
67,923
+21,973
36
$4.08M 0.78%
86,837
+81,877
37
$3.54M 0.68%
+144,251
38
$3.5M 0.67%
142,135
-1,744
39
$3.46M 0.66%
23,252
40
$3.18M 0.61%
47,033
+907
41
$3.15M 0.61%
20,776
-93,257
42
$3.11M 0.6%
57,027
+620
43
$3.03M 0.58%
67,048
+33,890
44
$3.01M 0.58%
59,667
-1,627
45
$2.74M 0.53%
98,408
+1,325
46
$2.69M 0.52%
61,299
+16,851
47
$2.53M 0.49%
27,048
+2,235
48
$2.46M 0.47%
48,263
+328
49
$2.37M 0.46%
119,400
+598
50
$2M 0.38%
17,564
+407
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