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
$486M
AUM Growth
-$10.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
145
New
Increased
Reduced
Closed

Top Buys

1
+$8.07M
2
+$7.68M
3
+$6.68M
4
TBF icon
ProShares Short 20+ Year Treasury ETF
TBF
+$6.68M
5
TLH icon
iShares 10-20 Year Treasury Bond ETF
TLH
+$4.9M

Top Sells

1
+$4.09M
2
+$3.98M
3
+$3.9M
4
INTF icon
iShares International Equity Factor ETF
INTF
+$3.78M
5
IDHQ icon
Invesco S&P International Developed Quality ETF
IDHQ
+$2.51M

Sector Composition

1 Consumer Staples 0.79%
2 Energy 0.65%
3 Technology 0.5%
4 Healthcare 0.43%
5 Industrials 0.35%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$635K 0.13%
10,079
-281
77
$611K 0.13%
9,117
+171
78
$577K 0.12%
4,302
+78
79
$575K 0.12%
12,475
80
$570K 0.12%
1,129
+19
81
$565K 0.12%
9,279
-682
82
$560K 0.12%
12,948
+228
83
$506K 0.1%
2,358
+44
84
$499K 0.1%
8,623
+958
85
$486K 0.1%
6,021
86
$475K 0.1%
3,493
-200
87
$469K 0.1%
9,333
+1,392
88
$457K 0.09%
4,727
+2,489
89
$442K 0.09%
2,270
+38
90
$389K 0.08%
3,915
+73
91
$383K 0.08%
5,794
+4
92
$339K 0.07%
7,614
+8
93
$336K 0.07%
1,968
+7
94
$336K 0.07%
3,525
+60
95
$336K 0.07%
1,890
+29
96
$321K 0.07%
962
+15
97
$315K 0.06%
3,018
+51
98
$300K 0.06%
2,308
+41
99
$287K 0.06%
1,756
+31
100
$286K 0.06%
3,643
+243
2 3
4
5 6