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
$656M
AUM Growth
+$43.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
205
New
Increased
Reduced
Closed

Top Buys

1
+$8.76M
2
+$7.28M
3
+$6.98M
4
MTBA icon
Simplify MBS ETF
MTBA
+$5.31M
5
INDA icon
iShares MSCI India ETF
INDA
+$4.86M

Top Sells

1
+$11.5M
2
+$9.43M
3
+$4.99M
4
IWN icon
iShares Russell 2000 Value ETF
IWN
+$4.6M
5
ILF icon
iShares Latin America 40 ETF
ILF
+$4.2M

Sector Composition

1 Consumer Staples 0.79%
2 Energy 0.78%
3 Technology 0.77%
4 Industrials 0.52%
5 Financials 0.42%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$414K 0.06%
860
102
$401K 0.06%
1,471
+16
103
$399K 0.06%
7,941
104
$395K 0.06%
7,466
-5,607
105
$373K 0.06%
909
+12
106
$367K 0.06%
3,900
+52
107
$359K 0.05%
+7,174
108
$356K 0.05%
13,724
+109
109
$340K 0.05%
4,047
110
$335K 0.05%
4,183
+44
111
$331K 0.05%
12,979
112
$319K 0.05%
2,410
113
$313K 0.05%
+644
114
$310K 0.05%
1,454
+14
115
$307K 0.05%
3,178
-40
116
$307K 0.05%
+6,955
117
$304K 0.05%
+1,682
118
$302K 0.05%
5,203
+4,320
119
$295K 0.05%
5,933
+656
120
$295K 0.04%
485
+4
121
$292K 0.04%
4,352
+43
122
$286K 0.04%
1,635
+19
123
$279K 0.04%
3,501
+42
124
$278K 0.04%
7,092
-37
125
$277K 0.04%
2,289
+50
3 4
5
6 7