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
$889M
AUM Growth
+$17.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
264
New
Increased
Reduced
Closed

Top Buys

1
+$16.5M
2
+$7.17M
3
+$4.67M
4
TYA icon
Simplify Intermediate Term Treasury Futures Strategy ETF
TYA
+$4.51M
5
GDX icon
VanEck Gold Miners ETF
GDX
+$3.7M

Top Sells

1
+$15.5M
2
+$3.83M
3
+$3.53M
4
MOAT icon
VanEck Morningstar Wide Moat ETF
MOAT
+$3.52M
5
IWN icon
iShares Russell 2000 Value ETF
IWN
+$3.07M

Sector Composition

1 Technology 0.74%
2 Consumer Staples 0.64%
3 Financials 0.49%
4 Industrials 0.49%
5 Communication Services 0.44%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$699K 0.08%
2,622
-1
102
$605K 0.07%
23,239
-1,799
103
$603K 0.07%
1,721
+1
104
$599K 0.07%
+2,841
105
$593K 0.07%
4,017
+1,905
106
$587K 0.07%
22,966
-52,740
107
$570K 0.06%
+15,209
108
$562K 0.06%
11,328
-122
109
$558K 0.06%
4,206
-7
110
$548K 0.06%
+9,344
111
$537K 0.06%
2,566
-6
112
$519K 0.06%
3,562
-1
113
$511K 0.06%
3,408
+1,830
114
$505K 0.06%
5,388
-830
115
$492K 0.06%
2,082
+2
116
$484K 0.05%
840
+211
117
$477K 0.05%
512
+54
118
$471K 0.05%
860
119
$464K 0.05%
2,390
120
$456K 0.05%
+12,736
121
$453K 0.05%
2,708
+360
122
$440K 0.05%
+5,359
123
$432K 0.05%
19,991
124
$419K 0.05%
+1,547
125
$415K 0.05%
884
+1
3 4
5
6 7