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
$889M
AUM Growth
+$17.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
264
New
Increased
Reduced
Closed

Top Buys

1
+$16.5M
2
+$7.17M
3
+$4.67M
4
TYA icon
Simplify Intermediate Term Treasury Futures Strategy ETF
TYA
+$4.51M
5
GDX icon
VanEck Gold Miners ETF
GDX
+$3.7M

Top Sells

1
+$15.5M
2
+$3.83M
3
+$3.53M
4
MOAT icon
VanEck Morningstar Wide Moat ETF
MOAT
+$3.52M
5
IWN icon
iShares Russell 2000 Value ETF
IWN
+$3.07M

Sector Composition

1 Technology 0.74%
2 Consumer Staples 0.64%
3 Financials 0.49%
4 Industrials 0.49%
5 Communication Services 0.44%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$414K 0.05%
2,499
+924
127
$400K 0.05%
4,036
-3
128
$400K 0.04%
7,941
129
$389K 0.04%
7,751
-549
130
$388K 0.04%
+11,522
131
$386K 0.04%
408
+1
132
$364K 0.04%
1,147
+147
133
$351K 0.04%
3,427
-4,621
134
$349K 0.04%
11,526
-26,805
135
$346K 0.04%
3,106
+4
136
$335K 0.04%
1,438
+2
137
$332K 0.04%
12,979
138
$316K 0.04%
+1,854
139
$315K 0.04%
+13,300
140
$308K 0.03%
10,531
+4,379
141
$293K 0.03%
5,781
-525
142
$287K 0.03%
5,169
+1,201
143
$285K 0.03%
430
144
$259K 0.03%
1,170
+5
145
$248K 0.03%
1,171
-2
146
$238K 0.03%
4,589
+653
147
$236K 0.03%
6,274
-484
148
$234K 0.03%
3,262
+3
149
$230K 0.03%
+1,349
150
$229K 0.03%
5,758
+951
4 5
6
7 8