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
76
$1.29M 0.15%
16,855
-960
77
$1.29M 0.15%
5,519
-1,568
78
$1.28M 0.15%
+5,786
79
$1.17M 0.14%
24,845
+13,306
80
$1.1M 0.13%
5,886
-175
81
$1.06M 0.12%
8,790
-249
82
$1.01M 0.12%
2,189
-25
83
$996K 0.11%
2,546
-16
84
$903K 0.1%
12,112
-1,441
85
$885K 0.1%
8,133
-596
86
$876K 0.1%
7,213
-212
87
$856K 0.1%
16,250
+2,581
88
$852K 0.1%
17,105
+372
89
$851K 0.1%
11,790
+61
90
$816K 0.09%
15,046
+63
91
$815K 0.09%
13,000
-883
92
$792K 0.09%
15,005
-1,769
93
$791K 0.09%
6,021
94
$754K 0.09%
7,873
+7,689
95
$739K 0.09%
2,602
+93
96
$696K 0.08%
25,293
-1,854
97
$618K 0.07%
2,931
-79
98
$614K 0.07%
2,581
+1,133
99
$612K 0.07%
11,814
+60
100
$589K 0.07%
1,007
-33
2 3
4
5 6