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
$486M
AUM Growth
-$10.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
145
New
Increased
Reduced
Closed

Top Buys

1
+$8.07M
2
+$7.68M
3
+$6.68M
4
TBF icon
ProShares Short 20+ Year Treasury ETF
TBF
+$6.68M
5
TLH icon
iShares 10-20 Year Treasury Bond ETF
TLH
+$4.9M

Top Sells

1
+$4.09M
2
+$3.98M
3
+$3.9M
4
INTF icon
iShares International Equity Factor ETF
INTF
+$3.78M
5
IDHQ icon
Invesco S&P International Developed Quality ETF
IDHQ
+$2.51M

Sector Composition

1 Consumer Staples 0.79%
2 Energy 0.65%
3 Technology 0.5%
4 Healthcare 0.43%
5 Industrials 0.35%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$276K 0.06%
1,693
+28
102
$273K 0.06%
2,681
+1,771
103
$264K 0.05%
4,401
-1,416
104
$263K 0.05%
3,456
+61
105
$245K 0.05%
1,555
+24
106
$245K 0.05%
860
107
$236K 0.05%
7,701
+154
108
$228K 0.05%
+2,145
109
$228K 0.05%
4,441
+79
110
$227K 0.05%
7,084
+124
111
$227K 0.05%
+1,367
112
$222K 0.05%
7,358
+133
113
$220K 0.05%
1,827
+33
114
$197K 0.04%
1,179
+20
115
$187K 0.04%
1,380
116
$179K 0.04%
2,517
+42
117
$178K 0.04%
6,423
+873
118
$163K 0.03%
5,888
+117
119
$149K 0.03%
+12,290
120
$142K 0.03%
2,144
121
$135K 0.03%
3,030
+70
122
$127K 0.03%
3,100
123
$123K 0.03%
1,484
+26
124
$99.5K 0.02%
2,488
-687
125
$87.5K 0.02%
3,500
2 3 4
5
6