HM

HCSF Management Portfolio holdings

AUM $60.3M
1-Year Est. Return 9.62%
This Quarter Est. Return
1 Year Est. Return
+9.62%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$60.3M
AUM Growth
-$4.49M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
6
New
Increased
Reduced
Closed

Top Buys

1
+$648K

Top Sells

1
+$11.2M

Sector Composition

1 Technology 52.23%
2 Industrials 30.16%
3 Consumer Discretionary 16.95%
4 Financials 0.66%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
IMXI icon
1
International Money Express
IMXI
$438M
$19.9M 32.92%
871,251
-492,900
MGRC icon
2
McGrath RentCorp
MGRC
$2.93B
$16M 26.48%
190,409
OOMA icon
3
Ooma
OOMA
$301M
$11.6M 19.3%
946,468
+52,649
MOD icon
4
Modine Manufacturing
MOD
$8.07B
$10.2M 16.95%
790,000
GVA icon
5
Granite Construction
GVA
$4.6B
$2.22M 3.68%
87,395
EHTH icon
6
eHealth
EHTH
$146M
$400K 0.66%
102,246