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
+$16.4M
2
+$10.3M
3
+$8.5M
4
IAT icon
iShares US Regional Banks ETF
IAT
+$8.09M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$7.79M

Top Sells

1
+$9.73M
2
+$9.38M
3
+$5.43M
4
FDEC icon
FT Vest US Equity Buffer ETF December
FDEC
+$5.15M
5
EUSA icon
iShares MSCI USA Equal Weighted ETF
EUSA
+$5.06M

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
– –
-380
202
– –
-137
203
– –
-490
204
– –
-103,395
205
– –
-4,577
206
– –
-101,258
207
– –
-72,558
208
– –
-304
5 6 7 8
9