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
$872M
AUM Growth
+$4.21M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
249
New
Increased
Reduced
Closed

Top Buys

1
+$12M
2
+$11.5M
3
+$6.93M
4
IWN icon
iShares Russell 2000 Value ETF
IWN
+$5.98M
5
TUA icon
Simplify Short Term Treasury Futures Strategy ETF
TUA
+$5.13M

Top Sells

1
+$8.84M
2
+$8.24M
3
+$6.36M
4
EWJV icon
iShares MSCI Japan Value ETF
EWJV
+$4.73M
5
DGIN icon
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%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$1.35M 0.16%
27,347
-109
77
$1.35M 0.15%
14,524
+10,555
78
$1.3M 0.15%
+61,221
79
$1.28M 0.15%
5,853
-33
80
$1.15M 0.13%
16,197
-658
81
$1.09M 0.13%
+20,596
82
$1.04M 0.12%
38,331
-98,273
83
$1.01M 0.12%
8,765
-25
84
$990K 0.11%
2,183
-6
85
$964K 0.11%
7,177
-36
86
$924K 0.11%
2,547
+1
87
$902K 0.1%
13,275
+1,163
88
$887K 0.1%
8,048
-85
89
$827K 0.09%
11,760
-30
90
$798K 0.09%
+6,167
91
$786K 0.09%
16,444
+1,439
92
$776K 0.09%
17,148
+43
93
$723K 0.08%
14,999
-47
94
$721K 0.08%
12,436
-564
95
$707K 0.08%
13,921
+12,488
96
$701K 0.08%
2,924
-7
97
$689K 0.08%
6,446
+3,139
98
$686K 0.08%
6,021
99
$675K 0.08%
8,231
-10,306
100
$662K 0.08%
25,038
-255
2 3
4
5 6