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
$108M
AUM Growth
+$3.88M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
39
New
Increased
Reduced
Closed

Top Buys

1
+$3.67M
2
+$1.9M
3
+$968K
4
VEU icon
Vanguard FTSE All-World ex-US ETF
VEU
+$637K
5
HIG icon
Hartford Financial Services
HIG
+$205K

Top Sells

1
+$7.41M
2
+$8K
3
+$5.11K

Sector Composition

1 Consumer Staples 2.9%
2 Financials 2.6%
3 Technology 2.14%
4 Healthcare 2%
5 Consumer Discretionary 1.28%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$376K 0.35%
2,904
+252
27
$359K 0.33%
7,372
+34
28
$327K 0.3%
2,025
+10
29
$321K 0.3%
6,000
30
$305K 0.28%
1,800
31
$300K 0.28%
3,972
32
$286K 0.26%
2,690
33
$260K 0.24%
3,487
+52
34
$259K 0.24%
6,688
35
$254K 0.24%
2,918
+49
36
$245K 0.23%
4,009
+96
37
$205K 0.19%
+3,900
38
– –
-83,664
39
– –
-800
1
2