HCA

Heck Capital Advisors Portfolio holdings

AUM $1.34B
1-Year Est. Return 15.68%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+15.68%
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
201
– –
-429
202
– –
-35,449
203
– –
-68,895
204
– –
-48,978
205
– –
-516
206
– –
-2,664
207
– –
-7,494
208
– –
-1,698
5 6 7 8
9