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
126
$251K 0.04%
1,199
-99
127
$245K 0.04%
1,150
+6
128
$236K 0.04%
4,695
+1,900
129
$234K 0.04%
+4,810
130
$223K 0.04%
2,875
-210
131
$217K 0.04%
1,274
-123
132
$206K 0.03%
3,459
+1,431
133
$204K 0.03%
4,092
+1,693
134
$196K 0.03%
+3,328
135
$184K 0.03%
4,889
-1,767
136
$177K 0.03%
3,492
+1,492
137
$175K 0.03%
6,486
-131
138
$154K 0.03%
3,079
+1,275
139
$153K 0.02%
3,052
+1,263
140
$107K 0.02%
992
-92
141
$103K 0.02%
2,059
+853
142
$98.6K 0.02%
842
-87
143
$85.2K 0.01%
+274
144
$82.6K 0.01%
+1,425
145
$82.5K 0.01%
1,616
-666
146
$74.2K 0.01%
988
147
$72.7K 0.01%
1,500
148
$63.8K 0.01%
627
149
$61K 0.01%
679
-1,485
150
$56.5K 0.01%
695
+10
4 5
6
7 8