HCM
Hicks Capital Management Portfolio holdings
AUM
$63.2M
This Quarter Return
-3.02%
1 Year Return
–
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$75.4M
AUM Growth
–
Cap. Flow
+$75.4M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
78.73%
Holding
27
New
27
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
iShares Core S&P 500 ETF
IVV
|
+$24.8M |
| 2 |
Fidelity Total Bond ETF
FBND
|
+$9.5M |
| 3 |
iShares Core S&P Mid-Cap ETF
IJH
|
+$6.88M |
| 4 |
JPMorgan Chase
JPM
|
+$3.68M |
| 5 |
iShares Core S&P Small-Cap ETF
IJR
|
+$2.8M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Financials | 6.51% |
| 2 | Industrials | 0.85% |