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
51
$3.34M 0.39%
31,297
-13
52
$3.29M 0.38%
104,776
+1,601
53
$2.99M 0.34%
32,494
+1,103
54
$2.89M 0.33%
+90,961
55
$2.88M 0.33%
114,792
+3,002
56
$2.81M 0.32%
38,577
+180
57
$2.69M 0.31%
91,103
+34,558
58
$2.5M 0.29%
24,714
-323
59
$2.46M 0.28%
19,878
+601
60
$2.44M 0.28%
+49,156
61
$2.35M 0.27%
36,908
-2,634
62
$2.14M 0.25%
76,068
-366
63
$2.09M 0.24%
40,171
-598
64
$1.93M 0.22%
76,473
-33,309
65
$1.9M 0.22%
30,565
-137,132
66
$1.83M 0.21%
75,917
+389
67
$1.76M 0.2%
16,754
-189
68
$1.72M 0.2%
33,100
-496
69
$1.67M 0.19%
18,909
+84
70
$1.55M 0.18%
17,627
+13,580
71
$1.54M 0.18%
18,537
-819
72
$1.44M 0.17%
3,356
-93
73
$1.43M 0.17%
8,627
-235
74
$1.4M 0.16%
27,456
+136
75
$1.37M 0.16%
16,575
-1,218
1 2
3
4 5