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
51
$2.41M 0.44%
+98,743
52
$2.39M 0.43%
44,201
+15,234
53
$2.1M 0.38%
+66,770
54
$1.99M 0.36%
37,459
-253
55
$1.93M 0.35%
12,377
-7,502
56
$1.82M 0.33%
37,859
-2,338
57
$1.67M 0.3%
31,056
-491
58
$1.49M 0.27%
+18,702
59
$1.49M 0.27%
10,720
-120
60
$1.45M 0.26%
14,493
-34
61
$1.42M 0.26%
8,111
-1,741
62
$1.26M 0.23%
+328,688
63
$1.24M 0.22%
11,845
+1
64
$1.23M 0.22%
20,318
-1,146
65
$1.21M 0.22%
3,939
-33
66
$1.16M 0.21%
55,634
-915
67
$1.14M 0.21%
6,980
-40
68
$1.07M 0.19%
21,609
-349
69
$1.05M 0.19%
4,695
-27
70
$999K 0.18%
10,527
71
$912K 0.16%
4,764
-42
72
$865K 0.16%
9,991
-565
73
$845K 0.15%
6,757
+69
74
$788K 0.14%
10,553
-3,035
75
$769K 0.14%
10,065
-1,616
1 2
3
4 5