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
201
$16.2K ﹤0.01%
522
+255
202
$15.3K ﹤0.01%
+354
203
$15.2K ﹤0.01%
1,500
204
$15.2K ﹤0.01%
65
205
$14.7K ﹤0.01%
455
206
$13.4K ﹤0.01%
166
207
$12.8K ﹤0.01%
35
208
$12.8K ﹤0.01%
170
209
$12.1K ﹤0.01%
390
210
$11.4K ﹤0.01%
331
211
$10.5K ﹤0.01%
771
212
$10.2K ﹤0.01%
55
213
$10.2K ﹤0.01%
153
214
$10.1K ﹤0.01%
66
215
$9.63K ﹤0.01%
+76
216
$6.75K ﹤0.01%
592
217
$6.6K ﹤0.01%
75
-40,001
218
$5.68K ﹤0.01%
184
219
$5.38K ﹤0.01%
58
220
$3.01K ﹤0.01%
31
221
$1.59K ﹤0.01%
27
222
$1.53K ﹤0.01%
+5
223
$505 ﹤0.01%
+9
224
$446 ﹤0.01%
+15
225
$374 ﹤0.01%
3
7 8
9
10 11