HCM
Hengehold Capital Management Portfolio holdings
AUM
$1.1B
This Quarter Return
+4.99%
1 Year Return
+10.34%
3 Year Return
+38.95%
5 Year Return
+59.12%
10 Year Return
+121.05%
AUM
$361M
AUM Growth
+$361M
(+10%)
Cap. Flow
+$20.2M
Cap. Flow
% of AUM
5.58%
Top 10 Holdings %
Top 10 Hldgs %
50.25%
Holding
118
New
12
Increased
47
Reduced
38
Closed
8
Top Buys
Top Sells
| 1 |
WisdomTree US SmallCap Dividend Fund
DES
|
$20.5M |
| 2 |
SPDR S&P 600 Small Cap Value ETF
SLYV
|
$4.28M |
| 3 |
SPDR S&P 600 Small Cap Growth ETF
SLYG
|
$3.7M |
| 4 |
DuPont de Nemours
DD
|
$2.04M |
| 5 |
GE Aerospace
GE
|
$1.86M |
Sector Composition
| 1 | Consumer Staples | 8% |
| 2 | Financials | 4.49% |
| 3 | Industrials | 3.07% |
| 4 | Healthcare | 3% |
| 5 | Technology | 2.76% |
