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
$311M
AUM Growth
-$86.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
129
New
Increased
Reduced
Closed

Top Buys

1 +$8.5M
2 +$7.31M
3 +$6.68M
4
SCHX icon
Schwab US Large- Cap ETF
SCHX
+$2.17M
5
PEP icon
PepsiCo
PEP
+$1.87M

Top Sells

1 +$46.5M
2 +$10.6M
3 +$5.44M
4
RPG icon
Invesco S&P 500 Pure Growth ETF
RPG
+$4.25M
5
SDOG icon
ALPS Sector Dividend Dogs ETF
SDOG
+$2.3M

Sector Composition

1 Consumer Staples 10.31%
2 Healthcare 5.53%
3 Financials 5.5%
4 Technology 3.09%
5 Industrials 1.91%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
126
-992
127
-4,356
128
-1,947
129
-3,381