HCM
Hengehold Capital Management Portfolio holdings
AUM
$1.1B
This Quarter Return
+5.28%
1 Year Return
+10.34%
3 Year Return
+38.95%
5 Year Return
+59.12%
10 Year Return
+121.05%
AUM
$589M
AUM Growth
+$589M
(+7.9%)
Cap. Flow
+$14.5M
Cap. Flow
% of AUM
2.46%
Top 10 Holdings %
Top 10 Hldgs %
68.35%
Holding
137
New
9
Increased
52
Reduced
49
Closed
3
Top Buys
| 1 |
Schwab US Aggregate Bond ETF
SCHZ
|
$16.1M |
| 2 |
iShares National Muni Bond ETF
MUB
|
$7.02M |
| 3 |
SPDR MSCI ACWI ex-US ETF
CWI
|
$1.77M |
| 4 |
BSCL
Invesco BulletShares 2021 Corporate Bond ETF
BSCL
|
$1.52M |
| 5 |
iShares Core 1-5 Year USD Bond ETF
ISTB
|
$1.13M |
Top Sells
Sector Composition
| 1 | Consumer Staples | 7.61% |
| 2 | Financials | 4.04% |
| 3 | Healthcare | 3.32% |
| 4 | Technology | 2.42% |
| 5 | Energy | 1.7% |
