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
$104M
AUM Growth
+$5.91M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
37
New
Increased
Reduced
Closed

Top Buys

1
+$274K
2
+$227K
3
+$37.2K
4
BDC icon
Belden
BDC
+$28.9K
5
VEU icon
Vanguard FTSE All-World ex-US ETF
VEU
+$27.9K

Top Sells

1
+$264K
2
+$214K
3
+$59.1K
4
VIG icon
Vanguard Dividend Appreciation ETF
VIG
+$25K
5
EFA icon
iShares MSCI EAFE ETF
EFA
+$20K

Sector Composition

1 Materials 7.33%
2 Consumer Staples 2.72%
3 Financials 2.34%
4 Technology 2.04%
5 Healthcare 1.79%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$355K 0.34%
2,163
-25
27
$307K 0.29%
2,015
+10
28
$305K 0.29%
2,690
+14
29
$304K 0.29%
6,000
30
$299K 0.29%
1,800
31
$275K 0.26%
3,972
+417
32
$258K 0.25%
2,869
+1
33
$245K 0.24%
3,435
+9
34
$236K 0.23%
3,913
+15
35
$228K 0.22%
6,688
36
$8K 0.01%
800
37
– –
-2,250
1
2