HCM

Hengehold Capital Management Portfolio holdings

AUM $1.17B
1-Year Est. Return 10.18%
This Quarter Est. Return
1 Year Est. Return
+10.18%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$232M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
80
New
Increased
Reduced
Closed

Top Buys

1 +$27M
2 +$20.2M
3 +$18.3M
4
VUG icon
Vanguard Growth ETF
VUG
+$16.2M
5
IDV icon
iShares International Select Dividend ETF
IDV
+$16M

Top Sells

No sells this quarter

Sector Composition

1 Consumer Staples 7.35%
2 Technology 3.84%
3 Industrials 3.42%
4 Healthcare 3.05%
5 Energy 2.27%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
$217K 0.09%
+6,626
77
$212K 0.09%
+7,970
78
$189K 0.08%
+14,883
79
$142K 0.06%
+5,920
80
$81K 0.04%
+13,902