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
$90M
AUM Growth
-$4.38M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
39
New
Increased
Reduced
Closed

Top Buys

1
+$2.91M
2
+$812K
3
+$216K
4
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$20.1K
5
AAPL icon
Apple
AAPL
+$8.21K

Top Sells

1
+$3.46M
2
+$2.49M
3
+$1.47M
4
SCZ icon
iShares MSCI EAFE Small-Cap ETF
SCZ
+$843K
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$364K

Sector Composition

1 Materials 3.46%
2 Technology 2.44%
3 Consumer Staples 1.98%
4 Industrials 1.84%
5 Healthcare 1.75%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$361K 0.4%
7,248
+36
27
$361K 0.4%
8,891
28
$306K 0.34%
3,798
+250
29
$265K 0.29%
2,661
+13
30
$260K 0.29%
2,250
31
$242K 0.27%
1,974
+10
32
$224K 0.25%
6,000
33
$216K 0.24%
+3,521
34
$211K 0.23%
2,565
+1
35
$202K 0.22%
6,688
36
$12K 0.01%
800
37
– –
-3,518
38
– –
-315,720
39
– –
-11,086
1
2