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
176
$17.5K ﹤0.01%
564
177
$16.9K ﹤0.01%
182
+1
178
$16.6K ﹤0.01%
65
179
$15.3K ﹤0.01%
239
180
$15.1K ﹤0.01%
166
181
$13.8K ﹤0.01%
170
182
$13.5K ﹤0.01%
103
183
$13.4K ﹤0.01%
35
184
$9.24K ﹤0.01%
153
185
$8.98K ﹤0.01%
198
186
$8.44K ﹤0.01%
48
187
$7.75K ﹤0.01%
+263
188
$3.8K ﹤0.01%
70
189
$2.68K ﹤0.01%
31
190
$2.62K ﹤0.01%
52
191
$2.5K ﹤0.01%
109
192
$1.47K ﹤0.01%
27
193
$1.38K ﹤0.01%
29
194
$1.33K ﹤0.01%
23
195
$1.24K ﹤0.01%
51
196
$942 ﹤0.01%
18
197
$827 ﹤0.01%
8
198
– –
-46
199
– –
-108,314
200
– –
-3,459
5 6 7
8
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