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
$656M
AUM Growth
+$43.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
205
New
Increased
Reduced
Closed

Top Buys

1
+$8.76M
2
+$7.28M
3
+$6.98M
4
MTBA icon
Simplify MBS ETF
MTBA
+$5.31M
5
INDA icon
iShares MSCI India ETF
INDA
+$4.86M

Top Sells

1
+$11.5M
2
+$9.43M
3
+$4.99M
4
IWN icon
iShares Russell 2000 Value ETF
IWN
+$4.6M
5
ILF icon
iShares Latin America 40 ETF
ILF
+$4.2M

Sector Composition

1 Consumer Staples 0.79%
2 Energy 0.78%
3 Technology 0.77%
4 Industrials 0.52%
5 Financials 0.42%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$935K 0.14%
2,223
-59
77
$913K 0.14%
13,552
-916
78
$883K 0.13%
9,051
+137
79
$851K 0.13%
8,443
-45
80
$841K 0.13%
16,772
-1,134
81
$814K 0.12%
12,008
+106
82
$804K 0.12%
15,345
+135
83
$757K 0.12%
13,379
-137
84
$747K 0.11%
16,774
-100
85
$742K 0.11%
3,683
+40
86
$734K 0.11%
12,205
+130
87
$681K 0.1%
26,260
-139
88
$675K 0.1%
7,470
+90
89
$611K 0.09%
3,081
+66
90
$605K 0.09%
3,022
+34
91
$572K 0.09%
2,114
+101
92
$525K 0.08%
2,136
+24
93
$516K 0.08%
1,043
-11
94
$511K 0.08%
12,040
+107
95
$497K 0.08%
5,942
+3
96
$496K 0.08%
1,778
+20
97
$494K 0.08%
4,343
-53
98
$445K 0.07%
2,724
+30
99
$436K 0.07%
2,390
100
$429K 0.07%
442
+2
2 3
4
5 6