HCM

Hillman Capital Management Portfolio holdings

AUM $159M
1-Year Est. Return 10.76%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+10.76%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$315M
AUM Growth
+$24.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
59
New
Increased
Reduced
Closed

Top Buys

1
+$9.77M
2
+$8.5M
3
+$7.78M
4
CRM icon
Salesforce
CRM
+$6.86M
5
BIIB icon
Biogen
BIIB
+$3.37M

Top Sells

1
+$9.52M
2
+$7.03M
3
+$2.44M
4
RTX icon
RTX Corp
RTX
+$1.98M
5
WFC icon
Wells Fargo
WFC
+$1.59M

Sector Composition

1 Healthcare 19.59%
2 Technology 13.8%
3 Communication Services 12.18%
4 Consumer Staples 12.09%
5 Financials 9.96%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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56
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57
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58
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59
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