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
126
$168K 0.03%
2,164
-3,310
127
$165K 0.03%
2,587
-58
128
$162K 0.03%
1,501
-149
129
$152K 0.03%
+3,032
130
$147K 0.03%
2,695
-63
131
$113K 0.02%
2,278
+2,033
132
$113K 0.02%
2,260
+2,017
133
$112K 0.02%
2,241
+2,000
134
$112K 0.02%
2,282
135
$89.9K 0.02%
1,730
136
$78.2K 0.01%
1,500
137
$75.7K 0.01%
3,041
+2,714
138
$71.1K 0.01%
1,163
139
$54.9K 0.01%
627
140
$53.6K 0.01%
679
+7
141
$51.4K 0.01%
524
+4
142
$43.2K 0.01%
613
-13,727
143
$42.5K 0.01%
385
144
$34.3K 0.01%
333
+3
145
$24.3K ﹤0.01%
774
-1,332
146
$23.3K ﹤0.01%
461
+4
147
$21.3K ﹤0.01%
429
148
$18.9K ﹤0.01%
807
149
$17.9K ﹤0.01%
107
-1,348
150
$16.5K ﹤0.01%
177
+1
3 4 5
6
7