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
$299M
AUM Growth
+$3.75M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
81
New
Increased
Reduced
Closed

Top Sells

1 +$17.5M
2 +$15.7M
3 +$10.7M
4
SCHG icon
Schwab US Large-Cap Growth ETF
SCHG
+$9.76M
5
USB icon
US Bancorp
USB
+$1.55M

Sector Composition

1 Consumer Staples 6.77%
2 Industrials 3.24%
3 Energy 2.53%
4 Technology 1.99%
5 Consumer Discretionary 1.92%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
$146K 0.05%
+5,651
77
-36,207
78
-50,384
79
-78,802
80
-5,060
81
-414,101