HCM

Hestia Capital Management Portfolio holdings

AUM $94.3M
1-Year Est. Return 47.75%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+47.75%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$134M
AUM Growth
+$7.41M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
11
New
Increased
Reduced
Closed

Top Buys

1
+$534K

Top Sells

1
+$15.7M
2
+$434K

Sector Composition

1 Industrials 98.02%
2 Consumer Discretionary 1.61%
3 Consumer Staples 0.37%
4 Financials 0%
5 Technology 0%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$131M 98.02%
12,035,045
-1,670,000
2
$2.15M 1.61%
253,700
3
$495K 0.37%
+31,000
4
– –
0
5
– –
0
6
– –
0
7
– –
0
8
– –
-43,185
9
– –
0
10
– –
0
11
– –
0