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
$516M
AUM Growth
+$30.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
150
New
Increased
Reduced
Closed

Top Buys

1
+$14.8M
2
+$14M
3
+$11.6M
4
GOVT icon
iShares US Treasury Bond ETF
GOVT
+$11.4M
5
VGLT icon
Vanguard Long-Term Treasury ETF
VGLT
+$9.62M

Top Sells

1
+$16.2M
2
+$15M
3
+$10.9M
4
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$10.2M
5
PSQ icon
ProShares Short QQQ
PSQ
+$9.37M

Sector Composition

1 Consumer Staples 0.88%
2 Energy 0.72%
3 Technology 0.56%
4 Industrials 0.47%
5 Healthcare 0.44%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$315K 0.06%
1,781
+25
102
$311K 0.06%
1,720
+27
103
$299K 0.06%
860
104
$296K 0.06%
4,508
+67
105
$277K 0.05%
1,581
+26
106
$267K 0.05%
2,171
+26
107
$258K 0.05%
1,202
+23
108
$253K 0.05%
1,853
+26
109
$247K 0.05%
7,471
+113
110
$242K 0.05%
7,188
+104
111
$230K 0.04%
813
+777
112
$229K 0.04%
4,960
+1,860
113
$208K 0.04%
1,388
+21
114
$183K 0.04%
2,550
+33
115
$183K 0.04%
12,520
+230
116
$180K 0.03%
+2,658
117
$178K 0.03%
+5,353
118
$174K 0.03%
1,608
-1,073
119
$174K 0.03%
+4,405
120
$173K 0.03%
3,100
+70
121
$169K 0.03%
+1,676
122
$165K 0.03%
5,087
-1,336
123
$124K 0.02%
+4,872
124
$104K 0.02%
2,288
-200
125
$82.1K 0.02%
1,730
2 3 4
5
6