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
$125M
AUM Growth
+$3.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
42
New
Increased
Reduced
Closed

Top Buys

1
+$3.87M
2
+$1.46M
3
+$1.01M
4
VEU icon
Vanguard FTSE All-World ex-US ETF
VEU
+$801K
5
HXL icon
Hexcel
HXL
+$671K

Top Sells

1
+$3.08M
2
+$1.17M
3
+$105K
4
IWR icon
iShares Russell Mid-Cap ETF
IWR
+$101K
5
AMZN icon
Amazon
AMZN
+$72.4K

Sector Composition

1 Materials 3.42%
2 Healthcare 2.45%
3 Financials 2.32%
4 Technology 2.25%
5 Communication Services 1.81%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$429K 0.34%
6,288
+54
27
$425K 0.34%
8,240
-1,960
28
$398K 0.32%
7,482
+38
29
$393K 0.31%
1,482
-21
30
$376K 0.3%
5,398
31
$345K 0.28%
6,839
-411
32
$300K 0.24%
6,000
33
$287K 0.23%
4,437
+1,015
34
$284K 0.23%
6,688
35
$276K 0.22%
2,744
+40
36
$273K 0.22%
3,962
-10
37
$219K 0.18%
3,519
+2
38
$207K 0.17%
6,904
39
$207K 0.17%
5,683
40
$201K 0.16%
3,900
41
$200K 0.16%
3,849
-198
42
– –
-14,986
1
2