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
176
$24.7K ﹤0.01%
415
+100
177
$24K ﹤0.01%
205
178
$22.1K ﹤0.01%
807
179
$20.2K ﹤0.01%
239
180
$19.3K ﹤0.01%
550
181
$18.7K ﹤0.01%
352
-173
182
$18.4K ﹤0.01%
564
183
$18.4K ﹤0.01%
125
184
$17.6K ﹤0.01%
65
185
$17.4K ﹤0.01%
415
186
$15.6K ﹤0.01%
166
187
$14.4K ﹤0.01%
103
188
$14.2K ﹤0.01%
35
189
$13.3K ﹤0.01%
170
190
$12.6K ﹤0.01%
48
191
$12.4K ﹤0.01%
+385
192
$10.3K ﹤0.01%
153
193
$8.46K ﹤0.01%
263
194
$7.77K ﹤0.01%
224
-166,230
195
$5.5K ﹤0.01%
+58
196
$3.02K ﹤0.01%
31
197
$1.55K ﹤0.01%
27
198
$101 ﹤0.01%
4
199
– –
0
200
– –
-20,360
5 6 7
8
9