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
$872M
AUM Growth
+$4.21M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
249
New
Increased
Reduced
Closed

Top Buys

1
+$12M
2
+$11.5M
3
+$6.93M
4
IWN icon
iShares Russell 2000 Value ETF
IWN
+$5.98M
5
TUA icon
Simplify Short Term Treasury Futures Strategy ETF
TUA
+$5.13M

Top Sells

1
+$8.84M
2
+$8.24M
3
+$6.36M
4
EWJV icon
iShares MSCI Japan Value ETF
EWJV
+$4.73M
5
DGIN icon
VanEck Digital India ETF
DGIN
+$4.67M

Sector Composition

1 Consumer Staples 0.59%
2 Technology 0.56%
3 Industrials 0.44%
4 Energy 0.43%
5 Financials 0.4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$368K 0.04%
629
+1
127
$360K 0.04%
4,221
-11
128
$334K 0.04%
1,000
129
$330K 0.04%
12,979
130
$318K 0.04%
6,306
-490
131
$302K 0.03%
3,102
-4
132
$301K 0.03%
4,902
-31
133
$298K 0.03%
430
134
$280K 0.03%
1,165
+8
135
$278K 0.03%
6,758
-71
136
$272K 0.03%
+3,155
137
$265K 0.03%
1,173
-3
138
$263K 0.03%
2,112
-2
139
$240K 0.03%
1,578
-5
140
$235K 0.03%
4,690
-369
141
$233K 0.03%
4,649
-365
142
$228K 0.03%
1,575
143
$214K 0.02%
3,734
-3,672
144
$207K 0.02%
3,968
-169
145
$203K 0.02%
3,259
-8
146
$190K 0.02%
3,936
+3,411
147
$179K 0.02%
3,117
+2,702
148
$179K 0.02%
6,152
-62
149
$178K 0.02%
4,807
-61
150
$158K 0.02%
3,135
-246
4 5
6
7 8