HCA
Heck Capital Advisors Portfolio holdings
AUM
$1.16B
1-Year Est. Return
12.2%
1 Year Est. Return
+12.2%
AUM
$1.16B
AUM Growth
+$273M
(+31%)
Holding
256
Top Buys
| 1 | +$52.3M | |
| 2 | +$47.1M | |
| 3 | +$25.4M | |
| 4 |
Vanguard Total Stock Market ETF
VTI
|
+$22.6M |
| 5 |
Invesco S&P 500 Equal Weight ETF
RSP
|
+$19.3M |
Top Sells
| 1 | +$12.4M | |
| 2 | +$12.2M | |
| 3 | +$10.9M | |
| 4 |
iShares Core S&P Small-Cap ETF
IJR
|
+$7.79M |
| 5 |
iShares Russell Mid-Cap Growth ETF
IWP
|
+$6.83M |
Sector Composition
| 1 | Technology | 0.73% |
| 2 | Industrials | 0.59% |
| 3 | Consumer Staples | 0.52% |
| 4 | Financials | 0.49% |
| 5 | Communication Services | 0.47% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
251
Exxon Mobil
XOM
$477B
| – | – |
-205
|
|
||
252
WisdomTree Emerging Markets ex-State-Owned Enterprises Fund
XSOE
$2.12B
| – | – |
-184
|
|
||
253
Zeta Global
ZETA
$4.44B
| – | – |
-771
|
|
||
254
GE Vernova
GEV
$167B
| – | – |
-125
|
|
||
|
TLTP
255
Amplify Bloomberg U.S. Treasury 12% Premium Income ETF
TLTP
$11.7M
| – | – |
-4,584
|
|
||
|
ZDEK
256
Innovator Equity Defined Protection ETF - 1 Yr December
ZDEK
$112M
| – | – |
-13,300
|
|