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
$81.5M
AUM Growth
+$17.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
32
New
Increased
Reduced
Closed

Top Buys

1
+$9.24M
2
+$3.65M
3
+$1.94M
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$765K
5
VB icon
Vanguard Small-Cap ETF
VB
+$549K

Top Sells

1
+$2.69M
2
+$641K
3
+$513K
4
PEP icon
PepsiCo
PEP
+$208K
5
USB icon
US Bancorp
USB
+$96.1K

Sector Composition

1 Energy 2.65%
2 Technology 2.38%
3 Industrials 1.3%
4 Financials 0.76%
5 Consumer Staples 0.61%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$228K 0.28%
+3,828
27
$224K 0.27%
+1,620
28
$203K 0.25%
+4,715
29
$72K 0.09%
800
30
– –
-59,000
31
– –
-2,504
32
– –
-73,960
1
2