HCM
Hengehold Capital Management Portfolio holdings
AUM
$1.1B
This Quarter Return
+5.41%
1 Year Return
+10.34%
3 Year Return
+38.95%
5 Year Return
+59.12%
10 Year Return
+121.05%
AUM
$619M
AUM Growth
+$619M
(+9.9%)
Cap. Flow
+$30.6M
Cap. Flow
% of AUM
4.95%
Top 10 Holdings %
Top 10 Hldgs %
65.63%
Holding
140
New
8
Increased
51
Reduced
39
Closed
4
Top Buys
| 1 |
SPDR MSCI ACWI ex-US ETF
CWI
|
$13.2M |
| 2 |
Schwab US Aggregate Bond ETF
SCHZ
|
$8.87M |
| 3 |
Schwab US Broad Market ETF
SCHB
|
$4.83M |
| 4 |
iShares National Muni Bond ETF
MUB
|
$3.1M |
| 5 |
JPMorgan Diversified Return Emerging Markets Equity ETF
JPEM
|
$2.84M |
Top Sells
Sector Composition
| 1 | Consumer Staples | 7.98% |
| 2 | Healthcare | 2.75% |
| 3 | Financials | 2.73% |
| 4 | Technology | 2.42% |
| 5 | Industrials | 1.32% |
