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
$425M
AUM Growth
+$114M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
129
New
Increased
Reduced
Closed

Top Sells

1 +$7.16M
2 +$914K
3 +$340K
4
LLY icon
Eli Lilly
LLY
+$302K
5
BSCM
Invesco BulletShares 2022 Corporate Bond ETF
BSCM
+$252K

Sector Composition

1 Consumer Staples 9.17%
2 Financials 4.61%
3 Healthcare 4.07%
4 Technology 2.72%
5 Energy 1.8%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
126
-75,000
127
-29
128
-2,611
129
-6,041