HCM

Helios Capital Management Portfolio holdings

AUM $147M
1-Year Est. Return 51.43%
This Quarter Est. Return
1 Year Est. Return
+51.43%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$110M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
56
New
Increased
Reduced
Closed

Top Buys

1
+$11.2M
2
+$8.85M
3
+$5.97M
4
MSFT icon
Microsoft
MSFT
+$4.35M
5
HDB icon
HDFC Bank
HDB
+$4.09M

Top Sells

No sells this quarter

Sector Composition

1 Financials 25.1%
2 Communication Services 20.98%
3 Consumer Discretionary 18.98%
4 Technology 17.65%
5 Consumer Staples 7.05%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$637K 0.58%
+15,000
52
$447K 0.41%
+2,000
53
$388K 0.35%
+5,950
54
$342K 0.31%
+1,300
55
$267K 0.24%
+1,450
56
$174K 0.16%
+16,200
1 2
3