HCM
Hengehold Capital Management Portfolio holdings
AUM
$1.1B
This Quarter Return
-1.38%
1 Year Return
+10.34%
3 Year Return
+38.95%
5 Year Return
+59.12%
10 Year Return
+121.05%
AUM
$382M
AUM Growth
+$382M
(+0.43%)
Cap. Flow
+$7.78M
Cap. Flow
% of AUM
2.04%
Top 10 Holdings %
Top 10 Hldgs %
55.84%
Holding
122
New
6
Increased
38
Reduced
50
Closed
11
Top Buys
| 1 |
BSCJ
Invesco BulletShares 2019 Corporate Bond ETF
BSCJ
|
$7.35M |
| 2 |
Delta Air Lines
DAL
|
$2.33M |
| 3 |
BSCI
Invesco BulletShares 2018 Corporate Bond ETF
BSCI
|
$2.05M |
| 4 |
US Bancorp
USB
|
$1.75M |
| 5 |
Mondelez International
MDLZ
|
$1.6M |
Top Sells
| 1 |
RTX Corp
RTX
|
$2.4M |
| 2 |
MetLife
MET
|
$2.06M |
| 3 |
Kimberly-Clark
KMB
|
$1.61M |
| 4 |
Healthpeak Properties
DOC
|
$1.43M |
| 5 |
Direxion Daily Small Cap Bear 3x Shares
TZA
|
$1.28M |
Sector Composition
| 1 | Consumer Staples | 7.37% |
| 2 | Financials | 5.09% |
| 3 | Technology | 3.28% |
| 4 | Healthcare | 3.09% |
| 5 | Industrials | 2.23% |
