HCM
Hengehold Capital Management Portfolio holdings
AUM
$1.1B
This Quarter Return
+4.85%
1 Year Return
+10.34%
3 Year Return
+38.95%
5 Year Return
+59.12%
10 Year Return
+121.05%
AUM
$398M
AUM Growth
+$398M
(+3.6%)
Cap. Flow
-$4.16M
Cap. Flow
% of AUM
-1.05%
Top 10 Holdings %
Top 10 Hldgs %
58.39%
Holding
121
New
8
Increased
47
Reduced
37
Closed
1
Top Buys
Top Sells
| 1 |
Xtrackers MSCI Japan Hedged Equity ETF
DBJP
|
$10.3M |
| 2 |
Vanguard FTSE Europe ETF
VGK
|
$2.34M |
| 3 |
Schwab International Equity ETF
SCHF
|
$2.21M |
| 4 |
Microsoft
MSFT
|
$1.51M |
| 5 |
iShare MSCI Eurozone ETF
EZU
|
$1.32M |
Sector Composition
| 1 | Consumer Staples | 7.46% |
| 2 | Financials | 5.15% |
| 3 | Healthcare | 4.49% |
| 4 | Technology | 3.33% |
| 5 | Industrials | 1.92% |
