HCM
Hengehold Capital Management Portfolio holdings
AUM
$1.1B
This Quarter Return
+4.42%
1 Year Return
+10.34%
3 Year Return
+38.95%
5 Year Return
+59.12%
10 Year Return
+121.05%
AUM
$377M
AUM Growth
+$377M
(+5.9%)
Cap. Flow
+$6.06M
Cap. Flow
% of AUM
1.61%
Top 10 Holdings %
Top 10 Hldgs %
55.34%
Holding
111
New
6
Increased
67
Reduced
24
Closed
3
Top Buys
| 1 |
WisdomTree International SmallCap Dividend Fund
DLS
|
$3.89M |
| 2 |
Procter & Gamble
PG
|
$615K |
| 3 |
Schwab US Dividend Equity ETF
SCHD
|
$579K |
| 4 |
Vanguard FTSE Europe ETF
VGK
|
$577K |
| 5 |
Invesco S&P 500 Pure Growth ETF
RPG
|
$558K |
Top Sells
Sector Composition
| 1 | Consumer Staples | 8.02% |
| 2 | Financials | 4.76% |
| 3 | Healthcare | 3.27% |
| 4 | Industrials | 3% |
| 5 | Technology | 2.86% |
