HCA
Heck Capital Advisors Portfolio holdings
AUM
$1.16B
1-Year Return
12.2%
This Quarter Return
+5.79%
1 Year Return
+12.2%
3 Year Return
+38.84%
5 Year Return
+67.97%
10 Year Return
–
AUM
$867M
AUM Growth
+$63.1M
(+7.8%)
Cap. Flow
+$19.4M
Cap. Flow
% of AUM
2.24%
Top 10 Holdings %
Top 10 Hldgs %
49.46%
Holding
209
New
11
Increased
57
Reduced
93
Closed
10
Top Buys
Top Sells
| 1 |
iShares Core S&P Mid-Cap ETF
IJH
|
$8.55M |
| 2 |
iShares MSCI Japan Value ETF
EWJV
|
$7.94M |
| 3 |
iShares Global Tech ETF
IXN
|
$6.07M |
| 4 |
FT Vest US Equity Moderate Buffer ETF October
GOCT
|
$5.77M |
| 5 |
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% |
