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
$613M
AUM Growth
+$73.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
208
New
Increased
Reduced
Closed

Top Buys

1
+$17.8M
2
+$10.4M
3
+$9.53M
4
IAT icon
iShares US Regional Banks ETF
IAT
+$9.43M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$8.31M

Top Sells

1
+$9.71M
2
+$9.65M
3
+$5.94M
4
EUSA icon
iShares MSCI USA Equal Weighted ETF
EUSA
+$5.53M
5
FDEC icon
FT Vest US Equity Buffer ETF December
FDEC
+$5.5M

Sector Composition

1 Consumer Staples 0.76%
2 Energy 0.71%
3 Technology 0.64%
4 Industrials 0.5%
5 Financials 0.39%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$2.31M 0.38%
20,216
+6,181
52
$2.2M 0.36%
42,528
-4,423
53
$2.16M 0.35%
108,314
-7,712
54
$2.16M 0.35%
38,960
-17,980
55
$2M 0.33%
39,486
-560
56
$1.98M 0.32%
91,070
-2,512
57
$1.95M 0.32%
16,841
-633
58
$1.95M 0.32%
76,911
-72,723
59
$1.8M 0.29%
35,188
-3,406
60
$1.77M 0.29%
76,700
-189,592
61
$1.77M 0.29%
16,313
-32,476
62
$1.54M 0.25%
+57,766
63
$1.53M 0.25%
54,536
-1,504
64
$1.51M 0.25%
+19,119
65
$1.48M 0.24%
14,382
+7,149
66
$1.35M 0.22%
7,015
-624
67
$1.29M 0.21%
16,344
-421
68
$1.28M 0.21%
3,404
-309
69
$1.24M 0.2%
27,748
-26,936
70
$1.23M 0.2%
8,783
-1,420
71
$1.21M 0.2%
17,418
-29,403
72
$1.2M 0.2%
17,296
-356
73
$1.17M 0.19%
12,253
+26
74
$934K 0.15%
14,468
-71,885
75
$921K 0.15%
6,062
-548
1 2
3
4 5