HCM
Hengehold Capital Management Portfolio holdings
AUM
$1.1B
This Quarter Return
+2.99%
1 Year Return
+10.34%
3 Year Return
+38.95%
5 Year Return
+59.12%
10 Year Return
+121.05%
AUM
$521M
AUM Growth
+$521M
(+22%)
Cap. Flow
+$83.2M
Cap. Flow
% of AUM
15.97%
Top 10 Holdings %
Top 10 Hldgs %
60.58%
Holding
131
New
8
Increased
42
Reduced
48
Closed
4
Top Buys
| 1 |
Schwab US Aggregate Bond ETF
SCHZ
|
$35.5M |
| 2 |
iShares National Muni Bond ETF
MUB
|
$18.3M |
| 3 |
iShares MSCI USA Min Vol Factor ETF
USMV
|
$16.3M |
| 4 |
SPDR MSCI ACWI ex-US ETF
CWI
|
$15.7M |
| 5 |
Schwab US Broad Market ETF
SCHB
|
$13.4M |
Top Sells
Sector Composition
| 1 | Consumer Staples | 7.83% |
| 2 | Financials | 4.01% |
| 3 | Healthcare | 3.35% |
| 4 | Technology | 2.26% |
| 5 | Energy | 1.49% |
