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
101
$432K 0.07%
2,694
-246
102
$407K 0.07%
2,390
103
$399K 0.07%
7,941
104
$367K 0.06%
860
105
$365K 0.06%
7,380
-700
106
$359K 0.06%
897
-80
107
$358K 0.06%
3,848
+2,848
108
$350K 0.06%
13,615
+9,815
109
$333K 0.05%
440
+405
110
$330K 0.05%
1,455
-132
111
$326K 0.05%
12,979
112
$325K 0.05%
3,218
-288
113
$315K 0.05%
4,047
114
$303K 0.05%
+1,440
115
$296K 0.05%
2,239
-197
116
$291K 0.05%
4,139
-376
117
$284K 0.05%
2,153
-194
118
$274K 0.04%
1,616
-100
119
$273K 0.04%
3,459
-295
120
$273K 0.04%
7,129
-145
121
$269K 0.04%
+2,410
122
$267K 0.04%
2,427
+234
123
$265K 0.04%
4,309
-398
124
$263K 0.04%
5,277
+2,858
125
$256K 0.04%
1,634
-148
3 4
5
6 7