HCA
Heck Capital Advisors Portfolio holdings
AUM
$1.35B
1-Year Est. Return
16.6%
This Fund
S&P 500
1 Year Est. Return
+16.6%
AUM
$1.35B
AUM Growth
+$6.2M
(+0.46%)
Holding
235
Top Buys
| 1 | +$59.9M | |
| 2 | +$22.6M | |
| 3 | +$5.27M | |
| 4 |
iShares Russell 2000 Growth ETF
IWO
|
+$5.18M |
| 5 |
NVIDIA
NVDA
|
+$4.57M |
Top Sells
| 1 | +$16M | |
| 2 | +$13M | |
| 3 | +$9.48M | |
| 4 |
VanEck Gold Miners ETF
GDX
|
+$4.77M |
| 5 |
iShares S&P 500 Growth ETF
IVW
|
+$4.67M |
Sector Composition
| 1 | Technology | 1.72% |
| 2 | Communication Services | 0.8% |
| 3 | Industrials | 0.49% |
| 4 | Consumer Staples | 0.43% |
| 5 | Consumer Discretionary | 0.41% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
226
Bank of America
BAC
$366B
| – | – |
-8,063
|
|
||
227
BigBear.ai
BBAI
$2.41B
| – | – |
-23,602
|
|
||
228
Bank of Montreal
BMO
$113B
| – | – |
-4,636
|
|
||
229
B2Gold
BTG
$6.34B
| – | – |
-11,622
|
|
||
230
Cincinnati Financial
CINF
$24.4B
| – | – |
-2,300
|
|
||
231
BlackRock ETF Trust II iShares AAA CLO Active ETF
CLOA
$2.14B
| – | – |
-35,367
|
|
||
232
Convergence Long/Short Equity ETF
CLSE
$591M
| – | – |
-10,691
|
|
||
233
WEC Energy
WEC
$36.2B
| – | – |
-8,896
|
|
||
234
Wells Fargo
WFC
$237B
| – | – |
-4,839
|
|
||
235
Exxon Mobil
XOM
$602B
| – | – |
-4,293
|
|