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
$545M
AUM Growth
+$24.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
132
New
Increased
Reduced
Closed

Top Buys

1 +$17.3M
2 +$10.1M
3 +$9.31M
4
SCHB icon
Schwab US Broad Market ETF
SCHB
+$6.85M
5
SCHZ icon
Schwab US Aggregate Bond ETF
SCHZ
+$4.76M

Top Sells

1 +$10.2M
2 +$9.54M
3 +$8.5M
4
F icon
Ford
F
+$1.64M
5
PG icon
Procter & Gamble
PG
+$576K

Sector Composition

1 Consumer Staples 8.24%
2 Financials 3.94%
3 Healthcare 3.22%
4 Technology 2.27%
5 Energy 1.73%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
126
$209K 0.04%
+2,428
127
$201K 0.04%
4,356
128
$166K 0.03%
12,000
129
-845
130
-27,000
131
-40,000
132
-2,253