HCM

HM Capital Management Portfolio holdings

AUM $167M
1-Year Est. Return 9.14%
This Quarter Est. Return
1 Year Est. Return
-9.14%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$85.9M
AUM Growth
+$17.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
31
New
Increased
Reduced
Closed

Top Buys

1
+$12.9M
2
+$2.24M
3
+$1.19M
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$574K
5
VOO icon
Vanguard S&P 500 ETF
VOO
+$558K

Top Sells

1
+$1.42M
2
+$1.29M
3
+$941K
4
BWA icon
BorgWarner
BWA
+$780K
5
CWB icon
State Street SPDR Bloomberg Convertible Securities ETF
CWB
+$544K

Sector Composition

1 Healthcare 3.27%
2 Technology 2.85%
3 Industrials 1.07%
4 Consumer Staples 0.87%
5 Energy 0.81%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$224K 0.26%
+8,808
27
$206K 0.24%
+2,920
28
– –
-17,449
29
– –
-28,795
30
– –
-88,925
31
– –
-14,000
1
2