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
$516M
AUM Growth
+$30.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
150
New
Increased
Reduced
Closed

Top Buys

1
+$14.8M
2
+$14M
3
+$11.6M
4
GOVT icon
iShares US Treasury Bond ETF
GOVT
+$11.4M
5
VGLT icon
Vanguard Long-Term Treasury ETF
VGLT
+$9.62M

Top Sells

1
+$16.2M
2
+$15M
3
+$10.9M
4
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$10.2M
5
PSQ icon
ProShares Short QQQ
PSQ
+$9.37M

Sector Composition

1 Consumer Staples 0.88%
2 Energy 0.72%
3 Technology 0.56%
4 Industrials 0.47%
5 Healthcare 0.44%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$627K 0.12%
6,021
77
$621K 0.12%
13,146
+198
78
$612K 0.12%
4,372
+70
79
$606K 0.12%
1,143
+14
80
$579K 0.11%
12,475
81
$545K 0.11%
8,401
+4,000
82
$545K 0.11%
6,521
+2,878
83
$538K 0.1%
6,410
+59
84
$530K 0.1%
9,348
+69
85
$525K 0.1%
4,784
+57
86
$493K 0.1%
3,254
-239
87
$476K 0.09%
2,297
+27
88
$470K 0.09%
9,347
+14
89
$464K 0.09%
3,983
+68
90
$458K 0.09%
6,382
-2,735
91
$455K 0.09%
2,477
+509
92
$418K 0.08%
975
+13
93
$418K 0.08%
5,797
+3
94
$410K 0.08%
3,061
+43
95
$398K 0.08%
1,916
+26
96
$381K 0.07%
7,621
+7
97
$363K 0.07%
2,390
+1,010
98
$357K 0.07%
2,342
+34
99
$333K 0.06%
3,576
+51
100
$318K 0.06%
3,508
+52
2 3
4
5 6