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
26
$8.56M 0.98%
21,316
+907
27
$8.26M 0.95%
252,781
-13,461
28
$7.96M 0.91%
280,999
-14,480
29
$7.9M 0.91%
77,828
+5,422
30
$7.7M 0.88%
254,775
-12,794
31
$7.45M 0.85%
67,643
-4,007
32
$7.18M 0.82%
199,991
-9,979
33
$6.71M 0.77%
149,576
-2,676
34
$6.7M 0.77%
148,368
-2,712
35
$6.33M 0.73%
71,561
+53,934
36
$6.17M 0.71%
37,593
+36,416
37
$6.11M 0.7%
130,626
-59,523
38
$6.09M 0.7%
218,793
-11,563
39
$6.01M 0.69%
309,490
-16,017
40
$5.99M 0.69%
87,424
-8,048
41
$5.13M 0.59%
+241,953
42
$5.09M 0.58%
114,078
-939
43
$5.04M 0.58%
57,736
+2,140
44
$5.02M 0.58%
43,476
-16,766
45
$4.88M 0.56%
25,560
-2,974
46
$4.44M 0.51%
44,610
+2,748
47
$4.24M 0.49%
81,922
+65,672
48
$4.13M 0.47%
22,364
-92
49
$3.92M 0.45%
23,372
-50
50
$3.72M 0.43%
+25,687
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