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
151
$169K 0.02%
2,384
+1,559
152
$112K 0.01%
1,166
153
$98.9K 0.01%
1,425
154
$97.4K 0.01%
1,500
-1,500
155
$94.3K 0.01%
500
156
$87.3K 0.01%
2,712
+456
157
$73.4K 0.01%
1,433
+719
158
$65.6K 0.01%
648
+6
159
$59.9K 0.01%
715
+8
160
$56.9K 0.01%
515
-335
161
$49.6K 0.01%
56
162
$41.2K ﹤0.01%
1,310
163
$40.3K ﹤0.01%
1,301
+154
164
$39.2K ﹤0.01%
67
165
$38.4K ﹤0.01%
1,267
166
$37.1K ﹤0.01%
346
+3
167
$34.3K ﹤0.01%
155
168
$32.5K ﹤0.01%
350
169
$31.9K ﹤0.01%
125
170
$29.3K ﹤0.01%
33
-12
171
$29K ﹤0.01%
255
172
$27.3K ﹤0.01%
834
173
$27.3K ﹤0.01%
855
174
$26.1K ﹤0.01%
486
+5
175
$24.7K ﹤0.01%
525
+126
5 6
7
8 9