HCM

Hicks Capital Management Portfolio holdings

AUM $61.2M
This Quarter Est. Return
1 Year Est. Return
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$75.4M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
27
New
Increased
Reduced
Closed

Top Buys

1 +$24.8M
2 +$9.5M
3 +$6.88M
4
JPM icon
JPMorgan Chase
JPM
+$3.68M
5
IJR icon
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%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
26
$213K 0.28%
+11,856
27
$203K 0.27%
+10,385