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
51
$3.64M 0.41%
22,592
+228
52
$3.51M 0.39%
+61,366
53
$3.21M 0.36%
104,101
-390
54
$3.07M 0.34%
44,882
+6,461
55
$2.88M 0.32%
114,658
-218
56
$2.74M 0.31%
98,088
+21,910
57
$2.71M 0.31%
22,654
+6,379
58
$2.64M 0.3%
51,636
+24,996
59
$2.61M 0.29%
17,291
-20,302
60
$2.61M 0.29%
56,552
+13,400
61
$2.56M 0.29%
27,703
+13,179
62
$2.54M 0.29%
24,534
-233
63
$2.5M 0.28%
9,767
+241
64
$2.43M 0.27%
39,306
+34,404
65
$2.36M 0.27%
12,545
+4,514
66
$2.27M 0.25%
22,170
-12,072
67
$2.26M 0.25%
14,620
+6,015
68
$2.16M 0.24%
42,925
+1,864
69
$2.09M 0.24%
9,417
+3,910
70
$2.05M 0.23%
5,448
+2,096
71
$1.76M 0.2%
16,735
72
$1.73M 0.19%
20,862
+12,631
73
$1.72M 0.19%
33,168
-46
74
$1.68M 0.19%
16,216
-28,394
75
$1.61M 0.18%
19,028
+194
1 2
3
4 5