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
$98.7M
AUM Growth
+$2.23M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
39
New
Increased
Reduced
Closed

Top Buys

1
+$1.21M
2
+$696K
3
+$448K
4
EFA icon
iShares MSCI EAFE ETF
EFA
+$442K
5
YHOO
Yahoo Inc
YHOO
+$393K

Top Sells

1
+$363K
2
+$232K
3
+$211K
4
VIG icon
Vanguard Dividend Appreciation ETF
VIG
+$189K
5
VOO icon
Vanguard S&P 500 ETF
VOO
+$157K

Sector Composition

1 Technology 2.32%
2 Healthcare 1.77%
3 Financials 1.76%
4 Industrials 1.37%
5 Consumer Staples 0.5%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$289K 0.29%
7,142
+38
27
$279K 0.28%
2,441
28
$266K 0.27%
1,620
29
$263K 0.27%
3,236
-34
30
$252K 0.26%
6,000
31
$222K 0.23%
+3,530
32
$218K 0.22%
+2,250
33
$218K 0.22%
+17,188
34
$207K 0.21%
2,648
-23
35
$203K 0.21%
10,110
36
$16K 0.02%
800
37
– –
-3,470
38
– –
-3,804
39
– –
-1,928
1
2