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
$580M
AUM Growth
+$59.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
165
New
Increased
Reduced
Closed

Top Buys

1
+$14.4M
2
+$11.3M
3
+$10M
4
HEWJ icon
iShares Currency Hedged MSCI Japan ETF
HEWJ
+$9.67M
5
PMAY icon
Innovator US Equity Power Buffer ETF May
PMAY
+$6.72M

Top Sells

1
+$7.13M
2
+$6.79M
3
+$6.2M
4
RSP icon
Invesco S&P 500 Equal Weight ETF
RSP
+$5.55M
5
TBX icon
ProShares Short 7-10 Year Treasury
TBX
+$5.24M

Sector Composition

1 Consumer Staples 0.8%
2 Technology 0.65%
3 Energy 0.6%
4 Industrials 0.42%
5 Financials 0.39%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$2.8M 0.48%
26,160
-57,837
52
$2.63M 0.45%
50,210
+12,540
53
$2.41M 0.42%
56,984
-4,315
54
$2.4M 0.41%
47,295
-968
55
$2.31M 0.4%
116,895
-2,505
56
$2.2M 0.38%
19,884
+19,231
57
$2.13M 0.37%
16,316
-1,248
58
$1.96M 0.34%
+90,809
59
$1.96M 0.34%
+38,710
60
$1.7M 0.29%
63,527
-8,499
61
$1.67M 0.29%
16,081
-131
62
$1.47M 0.25%
7,559
-169
63
$1.25M 0.21%
3,660
-84
64
$1.22M 0.21%
47,798
-31,881
65
$1.21M 0.21%
10,142
-226
66
$1.17M 0.2%
12,263
-14,785
67
$1.16M 0.2%
14,269
-83,757
68
$1.15M 0.2%
12,227
69
$1.08M 0.19%
24,368
-6
70
$1.05M 0.18%
47,489
-3,598
71
$1.03M 0.18%
16,571
-99
72
$957K 0.16%
20,727
-3,753
73
$846K 0.15%
18,123
-1,374
74
$845K 0.15%
6,484
-147
75
$836K 0.14%
11,153
-5,661
1 2
3
4 5