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
$553M
AUM Growth
+$2.48M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
136
New
Increased
Reduced
Closed

Top Buys

1
+$14M
2
+$8.12M
3
+$6.85M
4
IJK icon
iShares S&P Mid-Cap 400 Growth ETF
IJK
+$5.24M
5
GDX icon
VanEck Gold Miners ETF
GDX
+$4.09M

Top Sells

1
+$8.66M
2
+$5.64M
3
+$5.25M
4
PYZ icon
Invesco Dorsey Wright Basic Materials Momentum ETF
PYZ
+$3.24M
5
KRE icon
SPDR S&P Regional Banking ETF
KRE
+$2.67M

Sector Composition

1 Consumer Staples 0.84%
2 Industrials 0.7%
3 Technology 0.62%
4 Healthcare 0.49%
5 Communication Services 0.47%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$10K ﹤0.01%
80
127
$9.3K ﹤0.01%
343
128
$3.65K ﹤0.01%
53
-38,764
129
$1.66K ﹤0.01%
26
-18,892
130
$1.64K ﹤0.01%
28
-20,457
131
$1.56K ﹤0.01%
50
-167,705
132
– –
-39,375
133
– –
-12,437
134
– –
-22,712
135
– –
-34,246
136
– –
-1,480
2 3 4 5
6