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HCA
Heck Capital Advisors Portfolio holdings
AUM
$1.67B
1-Year Est. Return
26.33%
This Fund
S&P 500
This Quarter
Est. Return
+7.04%
1 Year Est. Return
+26.33%
3 Year Est. Return
+59.38%
5 Year Est. Return
+58.73%
10 Year Est. Return
–
AUM
$1.29B
AUM Growth
+$130M
(+11%)
Cap. Flow
+$54.7M
Cap. Flow
% of AUM
4.23%
Top 10 Holdings %
Top 10 Hldgs %
49.87%
Holding
200
New
23
Increased
104
Reduced
57
Closed
4
Top Buys
| 1 |
iShares Gold Trust Micro
IAUM
|
+$24.6M |
| 2 |
Fidelity Wise Origin Bitcoin Fund
FBTC
|
+$16.8M |
| 3 |
iShares 1-3 Year Treasury Bond ETF
SHY
|
+$9.54M |
| 4 |
iShares Core S&P 500 ETF
IVV
|
+$8.38M |
| 5 |
iShares Core MSCI Emerging Markets ETF
IEMG
|
+$7.8M |
Top Sells
| 1 |
State Street SPDR S&P 500 ETF Trust
SPY
|
+$52.3M |
| 2 |
iShares S&P 100 ETF
OEF
|
+$3.82M |
| 3 |
iShares 0-3 Month Treasury Bond ETF
SGOV
|
+$3.24M |
| 4 |
iShares 0-1 Year Treasury Bond ETF
SHV
|
+$3.13M |
| 5 |
iShares MSCI Intl Value Factor ETF
IVLU
|
+$3.02M |
Sector Composition
| 1 | Technology | 0.81% |
| 2 | Industrials | 0.62% |
| 3 | Communication Services | 0.59% |
| 4 | Financials | 0.48% |
| 5 | Consumer Staples | 0.47% |
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