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
$96.1M
AUM Growth
+$6.13M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
38
New
Increased
Reduced
Closed

Top Buys

1
+$1.7M
2
+$1.59M
3
+$928K
4
VB icon
Vanguard Small-Cap ETF
VB
+$554K
5
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$511K

Top Sells

1
+$500K
2
+$411K
3
+$161K
4
UNH icon
UnitedHealth
UNH
+$8.45K
5
AMZN icon
Amazon
AMZN
+$5.72K

Sector Composition

1 Materials 4.82%
2 Consumer Staples 2.33%
3 Technology 2.13%
4 Healthcare 1.82%
5 Financials 1.64%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$395K 0.41%
7,586
+459
27
$388K 0.4%
7,282
+34
28
$374K 0.39%
8,998
29
$358K 0.37%
8,891
30
$270K 0.28%
1,985
+11
31
$261K 0.27%
2,661
32
$255K 0.27%
2,250
33
$237K 0.25%
2,821
+256
34
$236K 0.25%
6,688
35
$233K 0.24%
+3,383
36
$220K 0.23%
6,000
37
$213K 0.22%
3,521
38
$16K 0.02%
800
1
2