HCM
Hengehold Capital Management Portfolio holdings
AUM
$1.1B
This Quarter Return
-9.85%
1 Year Return
+10.34%
3 Year Return
+38.95%
5 Year Return
+59.12%
10 Year Return
+121.05%
AUM
$311M
AUM Growth
+$311M
(-22%)
Cap. Flow
-$47.7M
Cap. Flow
% of AUM
-15.33%
Top 10 Holdings %
Top 10 Hldgs %
53.85%
Holding
129
New
9
Increased
46
Reduced
44
Closed
13
Top Buys
| 1 |
SPDR Nuveen ICE Short Term Municipal Bond ETF
SHM
|
$8.5M |
| 2 |
Schwab US Broad Market ETF
SCHB
|
$7.31M |
| 3 |
Schwab Short-Term US Treasury ETF
SCHO
|
$6.68M |
| 4 |
Schwab US Large- Cap ETF
SCHX
|
$2.17M |
| 5 |
PepsiCo
PEP
|
$1.87M |
Top Sells
Sector Composition
| 1 | Consumer Staples | 10.31% |
| 2 | Healthcare | 5.53% |
| 3 | Financials | 5.5% |
| 4 | Technology | 3.09% |
| 5 | Industrials | 1.91% |