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
176
$37.1K ﹤0.01%
496
177
$31.2K ﹤0.01%
33
178
$30.8K ﹤0.01%
350
179
$29.9K ﹤0.01%
67
180
$29.2K ﹤0.01%
655
181
$28K ﹤0.01%
834
182
$27.7K ﹤0.01%
1,280
183
$26.7K ﹤0.01%
869
184
$26.5K ﹤0.01%
2,472
185
$25.1K ﹤0.01%
1,741
186
$25K ﹤0.01%
450
-102
187
$24.5K ﹤0.01%
204
188
$24.4K ﹤0.01%
205
189
$23.8K ﹤0.01%
265
+10
190
$23.3K ﹤0.01%
2,327
191
$21.7K ﹤0.01%
352
192
$21.4K ﹤0.01%
110
193
$20.9K ﹤0.01%
125
194
$20.9K ﹤0.01%
807
195
$20.4K ﹤0.01%
279
196
$20.3K ﹤0.01%
248
197
$19.2K ﹤0.01%
136
198
$16.9K ﹤0.01%
239
199
$16.7K ﹤0.01%
564
200
$16.5K ﹤0.01%
91
6 7
8
9 10