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
$521M
AUM Growth
+$95.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
131
New
Increased
Reduced
Closed

Top Buys

1 +$35.5M
2 +$18.3M
3 +$16.3M
4
CWI icon
SPDR MSCI ACWI ex-US ETF
CWI
+$15.7M
5
SCHB icon
Schwab US Broad Market ETF
SCHB
+$13.4M

Sector Composition

1 Consumer Staples 7.83%
2 Financials 4.01%
3 Healthcare 3.35%
4 Technology 2.26%
5 Energy 1.49%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
126
$203K 0.04%
+628
127
$172K 0.03%
12,000
128
-916
129
-1,223
130
-2,615
131
-2,271