HCM
Hengehold Capital Management Portfolio holdings
AUM
$1.1B
This Quarter Return
+2.42%
1 Year Return
+10.34%
3 Year Return
+38.95%
5 Year Return
+59.12%
10 Year Return
+121.05%
AUM
$356M
AUM Growth
+$356M
(-1.5%)
Cap. Flow
-$12.3M
Cap. Flow
% of AUM
-3.46%
Top 10 Holdings %
Top 10 Hldgs %
55.27%
Holding
115
New
5
Increased
43
Reduced
37
Closed
10
Top Buys
| 1 |
Vanguard FTSE Europe ETF
VGK
|
$15.7M |
| 2 |
Qualcomm
QCOM
|
$1.91M |
| 3 |
AES
AES
|
$1.87M |
| 4 |
Invesco S&P 500 Pure Growth ETF
RPG
|
$583K |
| 5 |
American Financial Group
AFG
|
$565K |
Top Sells
Sector Composition
| 1 | Consumer Staples | 8.04% |
| 2 | Financials | 4.74% |
| 3 | Healthcare | 3.19% |
| 4 | Industrials | 3.07% |
| 5 | Technology | 2.88% |
