HCM
Hengehold Capital Management Portfolio holdings
AUM
$1.1B
This Quarter Return
+3.7%
1 Year Return
+10.34%
3 Year Return
+38.95%
5 Year Return
+59.12%
10 Year Return
+121.05%
AUM
$727M
AUM Growth
+$727M
(+1%)
Cap. Flow
-$10.7M
Cap. Flow
% of AUM
-1.47%
Top 10 Holdings %
Top 10 Hldgs %
53.84%
Holding
174
New
7
Increased
61
Reduced
62
Closed
8
Top Buys
| 1 |
Vanguard Mega Cap Growth ETF
MGK
|
$18.6M |
| 2 |
WisdomTree Emerging Markets SmallCap Dividend Fund
DGS
|
$13M |
| 3 |
Schwab US Broad Market ETF
SCHB
|
$9.18M |
| 4 |
iShares Russell 2000 ETF
IWM
|
$7.86M |
| 5 |
SPDR MSCI ACWI ex-US ETF
CWI
|
$6.57M |
Top Sells
Sector Composition
| 1 | Consumer Staples | 9.16% |
| 2 | Financials | 3.08% |
| 3 | Healthcare | 3.05% |
| 4 | Technology | 2.36% |
| 5 | Industrials | 1.63% |
