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
151
$83.4K 0.01%
988
152
$81.2K 0.01%
701
-141
153
$75.3K 0.01%
1,500
154
$63.6K 0.01%
679
155
$62.3K 0.01%
636
+207
156
$61.5K 0.01%
+2,089
157
$56.3K 0.01%
700
+5
158
$55.4K 0.01%
825
159
$46.7K 0.01%
+60
160
$36.2K 0.01%
1,267
161
$35.4K 0.01%
340
+2
162
$33.6K 0.01%
255
163
$33K 0.01%
45
164
$32.8K 0.01%
+1,147
165
$30.5K ﹤0.01%
67
166
$30.2K ﹤0.01%
350
167
$29.6K ﹤0.01%
155
168
$26.2K ﹤0.01%
834
169
$26.2K ﹤0.01%
525
170
$24.5K ﹤0.01%
476
+4
171
$23.8K ﹤0.01%
205
172
$22.7K ﹤0.01%
415
173
$20.3K ﹤0.01%
550
174
$19.9K ﹤0.01%
807
175
$19.7K ﹤0.01%
125
5 6
7
8 9