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
176
$12.8K ﹤0.01%
166
177
$12.4K ﹤0.01%
170
178
$12.1K ﹤0.01%
35
179
$11.9K ﹤0.01%
48
180
$8.27K ﹤0.01%
153
181
$7.11K ﹤0.01%
198
-7,001
182
$3.88K ﹤0.01%
46
-65,491
183
$3.59K ﹤0.01%
70
-2,485
184
$2.74K ﹤0.01%
31
185
$2.51K ﹤0.01%
+52
186
$2.49K ﹤0.01%
+109
187
$1.41K ﹤0.01%
27
188
$1.26K ﹤0.01%
+23
189
$1.25K ﹤0.01%
+51
190
$1.23K ﹤0.01%
+29
191
$950 ﹤0.01%
18
-42,119
192
$765 ﹤0.01%
8
-45,350
193
– –
-7,494
194
– –
-2,664
195
– –
-516
196
– –
-48,978
197
– –
-68,895
198
– –
-35,449
199
– –
-429
200
– –
-380
5 6 7
8
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