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
$656M
AUM Growth
+$43.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
205
New
Increased
Reduced
Closed

Top Buys

1
+$8.76M
2
+$7.28M
3
+$6.98M
4
MTBA icon
Simplify MBS ETF
MTBA
+$5.31M
5
INDA icon
iShares MSCI India ETF
INDA
+$4.86M

Top Sells

1
+$11.5M
2
+$9.43M
3
+$4.99M
4
IWN icon
iShares Russell 2000 Value ETF
IWN
+$4.6M
5
ILF icon
iShares Latin America 40 ETF
ILF
+$4.2M

Sector Composition

1 Consumer Staples 0.79%
2 Energy 0.78%
3 Technology 0.77%
4 Industrials 0.52%
5 Financials 0.42%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$8.22M 1.25%
161,531
+104,242
27
$8.06M 1.23%
139,964
-852
28
$7.24M 1.1%
223,083
+875
29
$7.13M 1.09%
254,072
+1,179
30
$6.95M 1.06%
345,792
+220,894
31
$6.9M 1.05%
147,586
+3,993
32
$6.79M 1.04%
148,085
+3,982
33
$6.55M 1%
72,817
-557
34
$6.37M 0.97%
125,675
+57,330
35
$6.01M 0.92%
116,482
+2,247
36
$5.87M 0.9%
175,666
+1,721
37
$5.69M 0.87%
30,476
+1,424
38
$5.56M 0.85%
55,937
-513
39
$5.54M 0.85%
58,555
+2,007
40
$5.14M 0.78%
32,390
-28,964
41
$5.01M 0.76%
41,359
-371
42
$4.87M 0.74%
118,204
-266
43
$4.86M 0.74%
+94,186
44
$4.68M 0.71%
+99,965
45
$4.07M 0.62%
69,191
+3,987
46
$3.8M 0.58%
23,422
47
$3.57M 0.54%
22,911
+197
48
$3.24M 0.49%
+44,263
49
$2.84M 0.43%
114,296
-2,758
50
$2.81M 0.43%
112,311
-2,755
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