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
$122M
AUM Growth
+$8.87M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
39
New
Increased
Reduced
Closed

Top Buys

1
+$1.57M
2
+$1.51M
3
+$1.33M
4
VEU icon
Vanguard FTSE All-World ex-US ETF
VEU
+$518K
5
BAC icon
Bank of America
BAC
+$204K

Top Sells

1
+$3.05M
2
+$155K
3
+$71.6K
4
EMR icon
Emerson Electric
EMR
+$34.2K
5
DIS icon
Walt Disney
DIS
+$16.3K

Sector Composition

1 Consumer Staples 2.74%
2 Financials 2.4%
3 Technology 2.25%
4 Materials 2.2%
5 Healthcare 1.81%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$388K 0.32%
7,250
-1,338
27
$384K 0.32%
2,043
+8
28
$380K 0.31%
5,398
29
$379K 0.31%
7,444
+36
30
$310K 0.25%
6,000
31
$307K 0.25%
3,972
32
$291K 0.24%
6,688
33
$291K 0.24%
2,704
-151
34
$286K 0.23%
3,422
+90
35
$251K 0.21%
3,517
+20
36
$233K 0.19%
5,683
37
$219K 0.18%
3,900
38
$217K 0.18%
4,047
-20
39
$204K 0.17%
+6,904
1
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