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
$889M
AUM Growth
+$17.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
264
New
Increased
Reduced
Closed

Top Buys

1
+$16.5M
2
+$7.17M
3
+$4.67M
4
TYA icon
Simplify Intermediate Term Treasury Futures Strategy ETF
TYA
+$4.51M
5
GDX icon
VanEck Gold Miners ETF
GDX
+$3.7M

Top Sells

1
+$15.5M
2
+$3.83M
3
+$3.53M
4
MOAT icon
VanEck Morningstar Wide Moat ETF
MOAT
+$3.52M
5
IWN icon
iShares Russell 2000 Value ETF
IWN
+$3.07M

Sector Composition

1 Technology 0.74%
2 Consumer Staples 0.64%
3 Financials 0.49%
4 Industrials 0.49%
5 Communication Services 0.44%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$1.6M 0.18%
27,503
-1,130
77
$1.5M 0.17%
2,822
+639
78
$1.46M 0.16%
11,604
+5,437
79
$1.44M 0.16%
30,774
+13,626
80
$1.41M 0.16%
27,626
+279
81
$1.41M 0.16%
27,696
+15,926
82
$1.41M 0.16%
5,737
+2,813
83
$1.35M 0.15%
16,207
-3,382
84
$1.32M 0.15%
9,962
+1,197
85
$1.19M 0.13%
15,241
-1,165
86
$1.14M 0.13%
5,983
+130
87
$996K 0.11%
9,188
+2,011
88
$871K 0.1%
18,604
-1,992
89
$840K 0.09%
11,601
-1,674
90
$840K 0.09%
2,547
91
$814K 0.09%
11,882
+122
92
$789K 0.09%
8,982
+2,114
93
$780K 0.09%
16,282
+2,361
94
$766K 0.09%
1,463
+460
95
$757K 0.09%
15,609
+2,724
96
$743K 0.08%
6,021
97
$732K 0.08%
15,154
+155
98
$731K 0.08%
14,388
-2,056
99
$721K 0.08%
8,458
+5,303
100
$714K 0.08%
14,229
+2,575
2 3
4
5 6