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
$82.9M
AUM Growth
+$1.38M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
30
New
Increased
Reduced
Closed

Top Buys

1
+$3.21M
2
+$1.09M
3
+$356K
4
VEU icon
Vanguard FTSE All-World ex-US ETF
VEU
+$94.4K
5
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$84K

Top Sells

1
+$897K
2
+$276K
3
+$246K
4
BDC icon
Belden
BDC
+$236K
5
PRAA icon
PRA Group
PRAA
+$228K

Sector Composition

1 Technology 3.47%
2 Energy 1.13%
3 Industrials 0.96%
4 Financials 0.46%
5 Consumer Staples 0.28%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
– –
-3,013
27
– –
-5,351
28
– –
-4,715
29
– –
-3,828
30
– –
-3,271
1
2