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
$486M
AUM Growth
-$10.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
145
New
Increased
Reduced
Closed

Top Buys

1
+$8.07M
2
+$7.68M
3
+$6.68M
4
TBF icon
ProShares Short 20+ Year Treasury ETF
TBF
+$6.68M
5
TLH icon
iShares 10-20 Year Treasury Bond ETF
TLH
+$4.9M

Top Sells

1
+$4.09M
2
+$3.98M
3
+$3.9M
4
INTF icon
iShares International Equity Factor ETF
INTF
+$3.78M
5
IDHQ icon
Invesco S&P International Developed Quality ETF
IDHQ
+$2.51M

Sector Composition

1 Consumer Staples 0.79%
2 Energy 0.65%
3 Technology 0.5%
4 Healthcare 0.43%
5 Industrials 0.35%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$76.6K 0.02%
1,730
127
$65.8K 0.01%
1,500
128
$49.2K 0.01%
650
+5
129
$37.5K 0.01%
135
-46
130
$31K 0.01%
803
131
$21.3K ﹤0.01%
441
+3
132
$15.4K ﹤0.01%
168
133
$12.7K ﹤0.01%
48
134
$8.89K ﹤0.01%
85
+3
135
$8.33K ﹤0.01%
+36
136
– –
-2,858
137
– –
-9,108
138
– –
-50
139
– –
-77,068
140
– –
-21,422
141
– –
-58,749
142
– –
-28,107
143
– –
-16,122
144
– –
-437,545
145
– –
-559,442
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