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
$315M
AUM Growth
+$8.65M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
105
New
Increased
Reduced
Closed

Top Buys

1 +$14.3M
2 +$9.48M
3 +$8.85M
4
PG icon
Procter & Gamble
PG
+$7.85M
5
IBM icon
IBM
IBM
+$1.93M

Top Sells

1 +$16M
2 +$13M
3 +$7.03M
4
SCHF icon
Schwab International Equity ETF
SCHF
+$3.67M
5
SCHB icon
Schwab US Broad Market ETF
SCHB
+$2.68M

Sector Composition

1 Consumer Staples 8.52%
2 Financials 4.41%
3 Healthcare 3.3%
4 Technology 3.17%
5 Industrials 3.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
101
-33,111
102
-1,354
103
-2,438
104
-13,165
105
-51,083