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
$521M
AUM Growth
+$4.95M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
157
New
Increased
Reduced
Closed

Top Buys

1
+$14.7M
2
+$8.6M
3
+$8M
4
TBX icon
ProShares Short 7-10 Year Treasury
TBX
+$5.24M
5
TBF icon
ProShares Short 20+ Year Treasury ETF
TBF
+$5.02M

Top Sells

1
+$14.5M
2
+$14.2M
3
+$7.34M
4
CMBS icon
iShares CMBS ETF
CMBS
+$5.75M
5
PHB icon
Invesco Fundamental High Yield Corporate Bond ETF
PHB
+$5.65M

Sector Composition

1 Consumer Staples 0.87%
2 Technology 0.75%
3 Energy 0.68%
4 Industrials 0.46%
5 Healthcare 0.41%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$64.9K 0.01%
2,106
-85,226
127
$53.9K 0.01%
672
+14
128
$51.8K 0.01%
520
+12
129
$47.8K 0.01%
627
-176
130
$42.5K 0.01%
+385
131
$37.5K 0.01%
+746
132
$34.5K 0.01%
330
+7
133
$23.4K ﹤0.01%
457
+11
134
$21.3K ﹤0.01%
+429
135
$20.2K ﹤0.01%
+339
136
$18.6K ﹤0.01%
+807
137
$16.7K ﹤0.01%
176
+6
138
$13.6K ﹤0.01%
+166
139
$12.2K ﹤0.01%
+245
140
$12.1K ﹤0.01%
+243
141
$12.1K ﹤0.01%
+241
142
$9.96K ﹤0.01%
48
143
$8.08K ﹤0.01%
+327
144
$7.65K ﹤0.01%
+301
145
$7.24K ﹤0.01%
+153
146
$3.29K ﹤0.01%
+47
147
$2.57K ﹤0.01%
+31
148
$1.31K ﹤0.01%
+27
149
– –
-46,620
150
– –
-83,068
3 4 5
6
7