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
151
$153K 0.02%
3,403
-5
152
$147K 0.02%
2,284
-100
153
$115K 0.01%
+2,035
154
$113K 0.01%
1,166
155
$110K 0.01%
3,501
+789
156
$101K 0.01%
1,425
157
$85K 0.01%
1,500
158
$83.4K 0.01%
500
159
$61K 0.01%
629
-19
160
$55.9K 0.01%
697
-18
161
$45.6K 0.01%
1,529
+228
162
$43.2K 0.01%
56
163
$41.1K ﹤0.01%
125
164
$39.9K ﹤0.01%
1,310
165
$35K ﹤0.01%
336
-10
166
$34.9K ﹤0.01%
1,267
167
$34.7K ﹤0.01%
+496
168
$34.1K ﹤0.01%
155
169
$33.9K ﹤0.01%
+2,472
170
$33.1K ﹤0.01%
+266
171
$32.8K ﹤0.01%
+364
172
$32.6K ﹤0.01%
67
173
$32.4K ﹤0.01%
350
174
$32.2K ﹤0.01%
+533
175
$32.1K ﹤0.01%
552
-36,356
5 6
7
8 9