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
$98.1M
AUM Growth
+$15.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
35
New
Increased
Reduced
Closed

Top Buys

1
+$11.4M
2
+$1.07M
3
+$1.02M
4
MSFT icon
Microsoft
MSFT
+$909K
5
AAPL icon
Apple
AAPL
+$562K

Top Sells

1
+$9.42M
2
+$1.55M
3
+$897K
4
GPRO icon
GoPro
GPRO
+$366K
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$10.6K

Sector Composition

1 Technology 2.36%
2 Healthcare 1.79%
3 Financials 1.7%
4 Industrials 1.07%
5 Consumer Staples 0.48%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$262K 0.27%
7,066
+38
27
$240K 0.24%
+6,000
28
$238K 0.24%
1,620
29
$237K 0.24%
+3,013
30
$206K 0.21%
+20,986
31
$205K 0.21%
+2,253
32
$203K 0.21%
+7,538
33
$28K 0.03%
800
34
– –
-13,120
35
– –
-8,556
1
2