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
$295M
AUM Growth
-$3.64M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
79
New
Increased
Reduced
Closed

Top Buys

1 +$1.88M
2 +$1.71M
3 +$1.6M
4
SCHD icon
Schwab US Dividend Equity ETF
SCHD
+$1.22M
5
SDOG icon
ALPS Sector Dividend Dogs ETF
SDOG
+$575K

Top Sells

1 +$1.88M
2 +$1.59M
3 +$1.48M
4
NUE icon
Nucor
NUE
+$998K
5
BAC icon
Bank of America
BAC
+$484K

Sector Composition

1 Consumer Staples 7.72%
2 Industrials 3.28%
3 Technology 1.88%
4 Energy 1.87%
5 Real Estate 1.81%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
-21,645
77
-43,976
78
-2,257
79
-6,466