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
151
$217K 0.02%
+4,270
152
$215K 0.02%
4,258
-391
153
$215K 0.02%
4,292
-398
154
$208K 0.02%
3,632
+515
155
$205K 0.02%
2,977
+693
156
$200K 0.02%
+251
157
$145K 0.02%
2,869
-266
158
$141K 0.02%
3,958
+3,673
159
$140K 0.02%
4,516
+1,015
160
$134K 0.02%
1,715
-14,482
161
$110K 0.01%
1,219
+1,188
162
$109K 0.01%
+4,584
163
$105K 0.01%
2,035
164
$102K 0.01%
1,166
165
$100K 0.01%
500
166
$96.2K 0.01%
1,425
167
$89.3K 0.01%
1,500
168
$53.1K 0.01%
1,770
+241
169
$46.3K 0.01%
56
170
$40.9K ﹤0.01%
725
-3,009
171
$39.9K ﹤0.01%
1,310
172
$38.5K ﹤0.01%
155
173
$38.2K ﹤0.01%
125
174
$38.2K ﹤0.01%
266
175
$37.7K ﹤0.01%
1,267
5 6
7
8 9