HCM

Hestia Capital Management Portfolio holdings

AUM $96.3M
1-Year Est. Return 21.99%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+21.99%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$136M
AUM Growth
+$1.62M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
17
New
Increased
Reduced
Closed

Top Buys

1
+$1.27M

Top Sells

1
+$6.53M
2
+$656K

Sector Composition

1 Industrials 96.57%
2 Consumer Discretionary 2.32%
3 Consumer Staples 1.11%
4 Technology 0%
5 Healthcare 0%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$131M 96.57%
11,474,326
-560,719
2
$3.14M 2.32%
204,500
-49,200
3
$1.5M 1.11%
115,100
+84,100
4
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