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
$872M
AUM Growth
+$4.21M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
249
New
Increased
Reduced
Closed

Top Buys

1
+$12M
2
+$11.5M
3
+$6.93M
4
IWN icon
iShares Russell 2000 Value ETF
IWN
+$5.98M
5
TUA icon
Simplify Short Term Treasury Futures Strategy ETF
TUA
+$5.13M

Top Sells

1
+$8.84M
2
+$8.24M
3
+$6.36M
4
EWJV icon
iShares MSCI Japan Value ETF
EWJV
+$4.73M
5
DGIN icon
VanEck Digital India ETF
DGIN
+$4.67M

Sector Composition

1 Consumer Staples 0.59%
2 Technology 0.56%
3 Industrials 0.44%
4 Energy 0.43%
5 Financials 0.4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$621K 0.07%
6,868
-20
102
$619K 0.07%
+12,885
103
$583K 0.07%
+11,654
104
$579K 0.07%
2,623
-9
105
$574K 0.07%
11,770
-44
106
$570K 0.07%
11,450
+2,309
107
$552K 0.06%
6,218
+269
108
$544K 0.06%
2,348
+7
109
$544K 0.06%
1,720
-5
110
$541K 0.06%
2,572
-9
111
$507K 0.06%
1,003
-4
112
$497K 0.06%
3,563
-9
113
$487K 0.06%
2,974
-11
114
$477K 0.05%
4,213
-10
115
$474K 0.05%
2,080
-1
116
$468K 0.05%
2,390
117
$458K 0.05%
+19,991
118
$453K 0.05%
860
119
$417K 0.05%
+407
120
$415K 0.05%
8,300
+855
121
$408K 0.05%
4,580
-50
122
$406K 0.05%
4,039
-14
123
$400K 0.05%
7,941
124
$374K 0.04%
883
+1
125
$369K 0.04%
1,436
+3
3 4
5
6 7