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
76
$908K 0.15%
34,259
-34,759
77
$858K 0.14%
17,906
-3,052
78
$814K 0.13%
2,282
-75
79
$802K 0.13%
6,021
80
$773K 0.13%
8,488
-174
81
$757K 0.12%
2,560
-141
82
$751K 0.12%
13,516
-42,747
83
$750K 0.12%
8,914
-1,005
84
$741K 0.12%
15,210
-691
85
$729K 0.12%
11,902
-542
86
$723K 0.12%
16,874
-225,083
87
$640K 0.1%
26,399
-553
88
$635K 0.1%
12,075
-1,107
89
$626K 0.1%
13,073
-11,223
90
$555K 0.09%
1,054
-96
91
$540K 0.09%
3,643
-357
92
$519K 0.08%
2,112
-190
93
$508K 0.08%
2,988
-257
94
$508K 0.08%
2,013
-770
95
$488K 0.08%
11,933
-19,296
96
$484K 0.08%
4,396
-400
97
$468K 0.08%
3,015
-298
98
$463K 0.08%
5,939
+10
99
$458K 0.07%
1,758
-159
100
$443K 0.07%
6,300
+23
2 3
4
5 6