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
51
$3.72M 0.43%
40,076
-21,550
52
$3.53M 0.41%
+27,111
53
$3.41M 0.39%
34,242
+2,945
54
$3M 0.34%
104,491
-285
55
$2.88M 0.33%
114,876
+84
56
$2.74M 0.31%
9,526
+6,924
57
$2.51M 0.29%
38,421
-156
58
$2.49M 0.29%
24,767
+53
59
$2.42M 0.28%
89,449
-1,654
60
$2.09M 0.24%
41,061
+890
61
$2.08M 0.24%
76,178
+110
62
$2.03M 0.23%
16,275
-3,603
63
$1.95M 0.22%
43,152
+18,307
64
$1.84M 0.21%
18,834
-75
65
$1.8M 0.21%
75,706
-211
66
$1.78M 0.2%
28,633
-1,932
67
$1.78M 0.2%
19,589
-12,905
68
$1.72M 0.2%
33,214
+114
69
$1.66M 0.19%
16,735
-19
70
$1.63M 0.19%
8,605
-22
71
$1.49M 0.17%
8,031
+6,700
72
$1.41M 0.16%
3,352
-4
73
$1.41M 0.16%
16,406
-169
74
$1.38M 0.16%
5,507
-12
75
$1.36M 0.16%
26,640
+19,643
1 2
3
4 5