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
$656M
AUM Growth
+$43.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
205
New
Increased
Reduced
Closed

Top Buys

1
+$8.76M
2
+$7.28M
3
+$6.98M
4
MTBA icon
Simplify MBS ETF
MTBA
+$5.31M
5
INDA icon
iShares MSCI India ETF
INDA
+$4.86M

Top Sells

1
+$11.5M
2
+$9.43M
3
+$4.99M
4
IWN icon
iShares Russell 2000 Value ETF
IWN
+$4.6M
5
ILF icon
iShares Latin America 40 ETF
ILF
+$4.2M

Sector Composition

1 Consumer Staples 0.79%
2 Energy 0.78%
3 Technology 0.77%
4 Industrials 0.52%
5 Financials 0.42%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$266K 0.04%
2,179
+26
127
$265K 0.04%
1,477
+1,152
128
$264K 0.04%
1,153
+3
129
$255K 0.04%
1,615
-19
130
$249K 0.04%
1,213
+14
131
$238K 0.04%
4,706
+11
132
$230K 0.04%
4,598
+506
133
$221K 0.03%
2,002
-425
134
$215K 0.03%
2,972
+97
135
$208K 0.03%
1,290
+16
136
$205K 0.03%
3,358
+30
137
$194K 0.03%
4,887
-2
138
$193K 0.03%
+1,775
139
$190K 0.03%
+3,700
140
$180K 0.03%
3,526
+34
141
$178K 0.03%
2,339
-3,961
142
$177K 0.03%
6,452
-34
143
$173K 0.03%
3,429
+377
144
$172K 0.03%
3,457
+378
145
$117K 0.02%
2,311
+252
146
$103K 0.02%
298
+24
147
$90.7K 0.01%
1,425
148
$90.2K 0.01%
840
-152
149
$87.8K 0.01%
627
150
$86.3K 0.01%
1,616
4 5
6
7 8