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
$553M
AUM Growth
+$2.48M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
136
New
Increased
Reduced
Closed

Top Buys

1
+$14M
2
+$8.12M
3
+$6.85M
4
IJK icon
iShares S&P Mid-Cap 400 Growth ETF
IJK
+$5.24M
5
GDX icon
VanEck Gold Miners ETF
GDX
+$4.09M

Top Sells

1
+$8.66M
2
+$5.64M
3
+$5.25M
4
PYZ icon
Invesco Dorsey Wright Basic Materials Momentum ETF
PYZ
+$3.24M
5
KRE icon
SPDR S&P Regional Banking ETF
KRE
+$2.67M

Sector Composition

1 Consumer Staples 0.84%
2 Industrials 0.7%
3 Technology 0.62%
4 Healthcare 0.49%
5 Communication Services 0.47%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$313K 0.06%
1,869
-648
102
$307K 0.06%
860
103
$297K 0.05%
2,506
-2,029
104
$281K 0.05%
+2,049
105
$278K 0.05%
+2,029
106
$274K 0.05%
+922
107
$268K 0.05%
+1,264
108
$264K 0.05%
3,781
-32
109
$257K 0.05%
5,868
-49
110
$253K 0.05%
1,302
-9
111
$237K 0.04%
6,445
-360
112
$231K 0.04%
+1,039
113
$224K 0.04%
1,380
114
$220K 0.04%
+1,635
115
$209K 0.04%
5,289
-46
116
$203K 0.04%
2,775
-2,628
117
$154K 0.03%
+3,100
118
$120K 0.02%
3,500
119
$78.6K 0.01%
+2,475
120
$77.4K 0.01%
900
+2
121
$68.4K 0.01%
1,500
-50
122
$45.8K 0.01%
803
123
$45.3K 0.01%
604
124
$36.5K 0.01%
+181
125
$34.8K 0.01%
342
+1
2 3 4
5
6