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
$279M
AUM Growth
-$10.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
77
New
Increased
Reduced
Closed

Top Buys

1 +$2.83M
2 +$703K
3 +$364K
4
SDOG icon
ALPS Sector Dividend Dogs ETF
SDOG
+$224K
5
RSP icon
Invesco S&P 500 Equal Weight ETF
RSP
+$84.5K

Top Sells

1 +$1.54M
2 +$937K
3 +$848K
4
SDY icon
SPDR S&P Dividend ETF
SDY
+$702K
5
SCHG icon
Schwab US Large-Cap Growth ETF
SCHG
+$644K

Sector Composition

1 Consumer Staples 6.8%
2 Industrials 3.79%
3 Real Estate 2.13%
4 Healthcare 2.06%
5 Technology 1.87%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
-1,881
77
-5,680