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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
-0.32%
1 Year Est. Return
+26.33%
3 Year Est. Return
+59.38%
5 Year Est. Return
+58.73%
10 Year Est. Return
–
AUM
$872M
AUM Growth
+$4.21M
(+0.49%)
Cap. Flow
+$15.5M
Cap. Flow
% of AUM
1.78%
Top 10 Holdings %
Top 10 Hldgs %
49.28%
Holding
249
New
50
Increased
51
Reduced
96
Closed
11
Top Buys
| 1 |
iShares Russell 2000 ETF
IWM
|
+$11.9M |
| 2 |
Fidelity Wise Origin Bitcoin Fund
FBTC
|
+$10.7M |
| 3 |
iShares Russell Mid-Cap Growth ETF
IWP
|
+$6.95M |
| 4 |
iShares Russell 2000 Value ETF
IWN
|
+$6.21M |
| 5 |
Simplify Short Term Treasury Futures Strategy ETF
TUA
|
+$5.25M |
Top Sells
| 1 |
iShares Core S&P Total US Stock Market ETF
ITOT
|
+$8.9M |
| 2 |
Invesco S&P MidCap 400 GARP ETF
GRPM
|
+$8.24M |
| 3 |
GARP
iShares MSCI USA Quality GARP ETF
GARP
|
+$6.36M |
| 4 |
iShares MSCI Japan Value ETF
EWJV
|
+$4.83M |
| 5 |
VanEck Digital India ETF
DGIN
|
+$4.67M |
Sector Composition
| 1 | Consumer Staples | 0.59% |
| 2 | Technology | 0.56% |
| 3 | Industrials | 0.44% |
| 4 | Energy | 0.43% |
| 5 | Financials | 0.4% |
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