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
101
$582K 0.07%
3,572
-107
102
$556K 0.06%
6,888
-5,308
103
$543K 0.06%
5,949
+4
104
$543K 0.06%
2,632
-80
105
$538K 0.06%
5,000
-3,539
106
$515K 0.06%
2,985
-91
107
$513K 0.06%
2,081
-57
108
$481K 0.06%
4,223
-124
109
$474K 0.05%
1,725
-50
110
$473K 0.05%
2,390
111
$455K 0.05%
9,141
+2,612
112
$425K 0.05%
860
113
$419K 0.05%
7,406
-60
114
$408K 0.05%
5,700
-58,936
115
$404K 0.05%
2,341
-69
116
$399K 0.05%
7,941
117
$374K 0.04%
7,445
-3,706
118
$374K 0.04%
+3,307
119
$369K 0.04%
4,053
-118
120
$369K 0.04%
3,969
-3,443
121
$368K 0.04%
882
-26
122
$359K 0.04%
628
-16
123
$359K 0.04%
1,433
-38
124
$358K 0.04%
430
-11
125
$357K 0.04%
3,106
-3,270
3 4
5
6 7