HCM

Hengehold Capital Management Portfolio holdings

AUM $1.19B
1-Year Est. Return 12.26%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+12.26%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$731M
AUM Growth
-$79.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
176
New
Increased
Reduced
Closed

Top Buys

1 +$13.9M
2 +$4.14M
3 +$1.23M
4
SCHZ icon
Schwab US Aggregate Bond ETF
SCHZ
+$1.12M
5
SCHF icon
Schwab International Equity ETF
SCHF
+$824K

Sector Composition

1 Consumer Staples 8.46%
2 Financials 3.76%
3 Healthcare 3.26%
4 Technology 2.45%
5 Industrials 1.8%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
176
-4,193