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
76
$807K 0.14%
14,190
-1,072
77
$803K 0.14%
3,265
-27
78
$775K 0.13%
2,272
-19
79
$699K 0.12%
13,341
-297
80
$684K 0.12%
8,131
-48
81
$660K 0.11%
3,401
-78
82
$619K 0.11%
8,336
-187
83
$595K 0.1%
5,161
-323
84
$574K 0.1%
6,021
85
$559K 0.1%
1,163
-24
86
$545K 0.09%
+2,247
87
$529K 0.09%
4,853
-111
88
$477K 0.08%
2,329
-51
89
$472K 0.08%
4,051
-94
90
$460K 0.08%
1,939
-48
91
$451K 0.08%
3,099
-72
92
$441K 0.08%
5,929
+3
93
$434K 0.07%
2,750
-479
94
$430K 0.07%
4,389
-100
95
$414K 0.07%
2,977
-69
96
$401K 0.07%
7,772
+6
97
$400K 0.07%
988
-22
98
$400K 0.07%
7,941
99
$388K 0.07%
2,390
100
$361K 0.06%
1,602
-39
2 3
4
5 6