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
101
$358K 0.06%
3,551
-86
102
$345K 0.06%
8,160
-4,870
103
$339K 0.06%
2,376
-52
104
$338K 0.06%
860
105
$328K 0.06%
12,980
+1
106
$322K 0.06%
1,740
-41
107
$316K 0.05%
2,197
-52
108
$299K 0.05%
1,804
-42
109
$282K 0.05%
4,569
-105
110
$281K 0.05%
7,287
-168
111
$264K 0.05%
+3,958
112
$253K 0.04%
1,221
-27
113
$250K 0.04%
3,616
-88
114
$247K 0.04%
1,882
-46
115
$239K 0.04%
6,827
-41
116
$227K 0.04%
1,139
-1,348
117
$221K 0.04%
821
-19
118
$217K 0.04%
7,580
-174
119
$216K 0.04%
6,081
+997
120
$215K 0.04%
1,413
-33
121
$187K 0.03%
3,151
+2,812
122
$182K 0.03%
+1,746
123
$172K 0.03%
4,631
-104
124
$172K 0.03%
3,420
+2,674
125
$170K 0.03%
6,210
-36
3 4
5
6 7