HCA

Heck Capital Advisors Portfolio holdings

AUM $1.16B
1-Year Est. Return 12.2%
This Quarter Est. Return
1 Year Est. Return
+12.2%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$521M
AUM Growth
+$4.95M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
157
New
Increased
Reduced
Closed

Top Buys

1
+$14.7M
2
+$8.6M
3
+$8M
4
TBX icon
ProShares Short 7-10 Year Treasury
TBX
+$5.24M
5
TBF icon
ProShares Short 20+ Year Treasury ETF
TBF
+$5.02M

Top Sells

1
+$14.5M
2
+$14.2M
3
+$7.34M
4
CMBS icon
iShares CMBS ETF
CMBS
+$5.75M
5
PHB icon
Invesco Fundamental High Yield Corporate Bond ETF
PHB
+$5.65M

Sector Composition

1 Consumer Staples 0.87%
2 Technology 0.75%
3 Energy 0.68%
4 Industrials 0.46%
5 Healthcare 0.41%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$561K 0.11%
1,187
+44
77
$559K 0.11%
4,145
+162
78
$503K 0.1%
4,964
+180
79
$492K 0.09%
3,229
-25
80
$479K 0.09%
2,380
+83
81
$471K 0.09%
2,487
+10
82
$448K 0.09%
1,987
+71
83
$444K 0.09%
6,010
-2,391
84
$441K 0.08%
3,046
-1,326
85
$440K 0.08%
4,489
+2,813
86
$431K 0.08%
5,926
+129
87
$417K 0.08%
1,010
+35
88
$413K 0.08%
3,171
+110
89
$405K 0.08%
5,474
-195,459
90
$399K 0.08%
7,941
-1,406
91
$388K 0.07%
7,766
+145
92
$368K 0.07%
2,390
93
$362K 0.07%
13,030
+510
94
$356K 0.07%
2,428
+86
95
$335K 0.06%
3,637
+129
96
$325K 0.06%
1,781
+61
97
$324K 0.06%
12,979
-158,648
98
$313K 0.06%
860
99
$306K 0.06%
1,455
+1,320
100
$297K 0.06%
4,674
+166
2 3
4
5 6