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
126
$357K 0.04%
6,997
-592
127
$345K 0.04%
6,796
+1,886
128
$331K 0.04%
12,979
129
$330K 0.04%
4,232
-123
130
$328K 0.04%
4,630
-120
131
$327K 0.04%
+1,000
132
$309K 0.04%
4,933
-138
133
$309K 0.04%
2,114
-62
134
$286K 0.03%
6,829
-503
135
$275K 0.03%
1,157
+4
136
$274K 0.03%
1,669
-41
137
$269K 0.03%
1,583
-48
138
$255K 0.03%
1,575
-45
139
$254K 0.03%
5,014
+1,425
140
$254K 0.03%
5,059
+1,440
141
$253K 0.03%
1,331
-48
142
$253K 0.03%
2,235
-57
143
$243K 0.03%
1,176
-32
144
$237K 0.03%
4,137
+2,521
145
$235K 0.03%
3,267
-89
146
$214K 0.02%
3,408
-90
147
$202K 0.02%
4,868
-19
148
$196K 0.02%
+1,177
149
$193K 0.02%
6,214
-455
150
$172K 0.02%
3,381
+961
4 5
6
7 8