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
$521M
AUM Growth
+$4.95M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
157
New
Increased
Reduced
Closed

Top Buys

1
+$14.7M
2
+$8.6M
3
+$8M
4
TBX icon
ProShares Short 7-10 Year Treasury
TBX
+$5.24M
5
TBF icon
ProShares Short 20+ Year Treasury ETF
TBF
+$5.02M

Top Sells

1
+$14.5M
2
+$14.2M
3
+$7.34M
4
CMBS icon
iShares CMBS ETF
CMBS
+$5.75M
5
PHB icon
Invesco Fundamental High Yield Corporate Bond ETF
PHB
+$5.65M

Sector Composition

1 Consumer Staples 0.87%
2 Technology 0.75%
3 Energy 0.68%
4 Industrials 0.46%
5 Healthcare 0.41%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$286K 0.05%
1,846
+65
102
$282K 0.05%
1,641
+60
103
$281K 0.05%
2,249
+78
104
$275K 0.05%
3,704
+128
105
$273K 0.05%
7,455
+267
106
$261K 0.05%
1,928
+75
107
$255K 0.05%
840
+27
108
$239K 0.05%
1,248
+46
109
$233K 0.04%
6,868
+1,515
110
$228K 0.04%
1,446
+58
111
$222K 0.04%
7,754
+283
112
$209K 0.04%
7,590
-36,180
113
$207K 0.04%
3,230
+130
114
$192K 0.04%
1,750
+142
115
$184K 0.04%
4,735
+330
116
$183K 0.04%
2,645
+95
117
$182K 0.03%
1,650
+1,565
118
$179K 0.03%
5,084
-3
119
$168K 0.03%
6,246
+1,374
120
$150K 0.03%
2,758
+100
121
$111K 0.02%
2,282
-6
122
$85.3K 0.02%
1,730
123
$77.9K 0.01%
1,500
124
$74.8K 0.01%
653
+644
125
$70.3K 0.01%
1,163
-8
3 4
5
6 7