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
51
$2.74M 0.42%
39,330
+335
52
$2.5M 0.38%
21,159
+943
53
$2.16M 0.33%
16,944
+103
54
$2.11M 0.32%
41,151
-1,377
55
$2.06M 0.31%
76,575
-336
56
$2M 0.31%
77,370
+670
57
$2M 0.31%
95,351
+4,281
58
$1.78M 0.27%
34,349
-839
59
$1.67M 0.26%
15,928
-385
60
$1.62M 0.25%
54,231
-305
61
$1.59M 0.24%
19,286
+167
62
$1.56M 0.24%
15,174
+792
63
$1.51M 0.23%
16,522
+178
64
$1.49M 0.23%
57,220
-546
65
$1.45M 0.22%
3,444
+40
66
$1.34M 0.2%
8,866
+83
67
$1.33M 0.2%
27,991
+243
68
$1.31M 0.2%
17,209
-87
69
$1.24M 0.19%
12,253
70
$1.22M 0.19%
17,280
-138
71
$1.22M 0.19%
7,090
+75
72
$1.11M 0.17%
6,126
+64
73
$983K 0.15%
6,021
74
$967K 0.15%
34,259
75
$939K 0.14%
2,562
+2
1 2
3
4 5