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
$867M
AUM Growth
+$63.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
209
New
Increased
Reduced
Closed

Top Buys

1
+$15.8M
2
+$8.24M
3
+$8.01M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$7.2M
5
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$6.7M

Top Sells

1
+$8.55M
2
+$7.94M
3
+$6.07M
4
GOCT icon
FT Vest US Equity Moderate Buffer ETF October
GOCT
+$5.77M
5
INDA icon
iShares MSCI India ETF
INDA
+$4.42M

Sector Composition

1 Consumer Staples 0.61%
2 Technology 0.57%
3 Energy 0.47%
4 Industrials 0.46%
5 Financials 0.33%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$8.24M 0.95%
+70,414
27
$7.93M 0.91%
71,650
-1,742
28
$7.66M 0.88%
20,409
+229
29
$7.47M 0.86%
76,118
-44,809
30
$7.4M 0.85%
209,970
-6,315
31
$7.37M 0.85%
152,252
+3,571
32
$7.21M 0.83%
60,242
-13
33
$7.15M 0.82%
151,080
+1,915
34
$7.13M 0.82%
140,982
+10,220
35
$7.12M 0.82%
325,507
-9,889
36
$7.01M 0.81%
230,356
-17,295
37
$6.93M 0.8%
72,406
-1,069
38
$6.91M 0.8%
95,472
+53,512
39
$6.36M 0.73%
+119,059
40
$5.97M 0.69%
61,626
-1,274
41
$5.63M 0.65%
28,534
-8,159
42
$5.45M 0.63%
55,596
-3,105
43
$5.04M 0.58%
115,017
-2,746
44
$5.01M 0.58%
151,854
-240,467
45
$4.67M 0.54%
104,289
-2,634
46
$4.58M 0.53%
41,862
-37,321
47
$4.28M 0.49%
+247,130
48
$4.06M 0.47%
23,422
49
$4.03M 0.47%
136,604
+5,744
50
$3.92M 0.45%
22,456
+92
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