HCA

Heck Capital Advisors Portfolio holdings

AUM $1.16B
1-Year Est. Return 12.2%
This Quarter Est. Return
1 Year Est. Return
+12.2%
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
201
-39,486
202
-284,505
203
-225,452
204
-26,007
205
-299