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
$889M
AUM Growth
+$17.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
264
New
Increased
Reduced
Closed

Top Buys

1
+$16.5M
2
+$7.17M
3
+$4.67M
4
TYA icon
Simplify Intermediate Term Treasury Futures Strategy ETF
TYA
+$4.51M
5
GDX icon
VanEck Gold Miners ETF
GDX
+$3.7M

Top Sells

1
+$15.5M
2
+$3.83M
3
+$3.53M
4
MOAT icon
VanEck Morningstar Wide Moat ETF
MOAT
+$3.52M
5
IWN icon
iShares Russell 2000 Value ETF
IWN
+$3.07M

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
26
$8.73M 0.98%
249,008
-3,773
27
$8.29M 0.93%
276,886
-4,113
28
$8.03M 0.9%
251,183
-3,592
29
$7.88M 0.89%
169,272
+19,696
30
$7.88M 0.89%
155,401
-49,843
31
$7.52M 0.85%
163,087
+14,719
32
$7.36M 0.83%
140,545
+58,623
33
$7.27M 0.82%
79,867
+22,131
34
$7.23M 0.81%
77,875
+47
35
$7.06M 0.79%
197,213
-2,778
36
$6.54M 0.74%
215,598
-3,195
37
$6.23M 0.7%
305,109
-4,381
38
$6.13M 0.69%
72,033
+472
39
$5.96M 0.67%
31,280
+5,720
40
$5.74M 0.65%
209,065
+119,616
41
$5.64M 0.63%
256,909
+14,956
42
$5.57M 0.63%
15,425
-5,891
43
$5.44M 0.61%
85,246
-2,178
44
$5.22M 0.59%
38,006
+12,319
45
$5.12M 0.58%
107,710
-22,916
46
$4.94M 0.56%
113,726
-352
47
$4.51M 0.51%
+341,039
48
$3.98M 0.45%
23,372
49
$3.97M 0.45%
33,584
-9,892
50
$3.7M 0.42%
+80,421
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