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
151
$53.7K 0.01%
+325
152
$52.5K 0.01%
825
-338
153
$47.5K 0.01%
883
-384
154
$42.5K 0.01%
429
-99
155
$35.5K 0.01%
338
+3
156
$33.6K 0.01%
+1,267
157
$30.4K 0.01%
67
+32
158
$29.7K ﹤0.01%
45
159
$27.8K ﹤0.01%
255
160
$26.5K ﹤0.01%
525
161
$25.4K ﹤0.01%
155
162
$24.7K ﹤0.01%
+834
163
$24.6K ﹤0.01%
472
+6
164
$24.2K ﹤0.01%
350
165
$21.6K ﹤0.01%
415
166
$20.5K ﹤0.01%
205
167
$20.3K ﹤0.01%
550
168
$19.5K ﹤0.01%
807
169
$18.6K ﹤0.01%
125
170
$18.4K ﹤0.01%
299
-60,029
171
$17.1K ﹤0.01%
+564
172
$17.1K ﹤0.01%
181
+2
173
$14.5K ﹤0.01%
239
-8,008
174
$14.5K ﹤0.01%
65
175
$12.9K ﹤0.01%
103
5 6
7
8 9