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
176
$30.2K ﹤0.01%
33
177
$28.7K ﹤0.01%
+1,741
178
$28.6K ﹤0.01%
+655
179
$26.8K ﹤0.01%
869
+14
180
$25.7K ﹤0.01%
+248
181
$25.6K ﹤0.01%
+1,080
182
$25.4K ﹤0.01%
255
183
$25.1K ﹤0.01%
834
184
$24.4K ﹤0.01%
473
-13
185
$23.2K ﹤0.01%
741
-151,113
186
$23.1K ﹤0.01%
+279
187
$22.5K ﹤0.01%
+2,340
188
$22.2K ﹤0.01%
+1,280
189
$22.1K ﹤0.01%
205
190
$21.9K ﹤0.01%
+539
191
$21.9K ﹤0.01%
+492
192
$21.5K ﹤0.01%
+136
193
$20.8K ﹤0.01%
352
194
$20.8K ﹤0.01%
+1,686
195
$20.5K ﹤0.01%
807
196
$20.5K ﹤0.01%
+331
197
$20.1K ﹤0.01%
+2,327
198
$19.9K ﹤0.01%
+404
199
$19.5K ﹤0.01%
+877
200
$19.4K ﹤0.01%
+204
6 7
8
9 10