HCM
Hengehold Capital Management Portfolio holdings
AUM
$1.1B
This Quarter Return
+1.02%
1 Year Return
+10.34%
3 Year Return
+38.95%
5 Year Return
+59.12%
10 Year Return
+121.05%
AUM
$295M
AUM Growth
+$295M
(+2.6%)
Cap. Flow
+$5.81M
Cap. Flow
% of AUM
1.97%
Top 10 Holdings %
Top 10 Hldgs %
65.68%
Holding
85
New
7
Increased
39
Reduced
19
Closed
12
Top Buys
| 1 |
Schwab US Broad Market ETF
SCHB
|
$16M |
| 2 |
Schwab US Large-Cap Growth ETF
SCHG
|
$9.91M |
| 3 |
Invesco S&P 500 Equal Weight ETF
RSP
|
$8.53M |
| 4 |
iShares Russell 2000 Growth ETF
IWO
|
$3.54M |
| 5 |
Mattel
MAT
|
$1.91M |
Top Sells
Sector Composition
| 1 | Consumer Staples | 6.41% |
| 2 | Industrials | 3.07% |
| 3 | Energy | 2.16% |
| 4 | Financials | 2.03% |
| 5 | Technology | 2.01% |
