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
$130M
AUM Growth
+$4.73M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
41
New
Increased
Reduced
Closed

Top Buys

1
+$4.43M
2
+$327K
3
+$282K
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$172K
5
NTR icon
Nutrien
NTR
+$46.3K

Top Sells

1
+$2.54M
2
+$617K
3
+$355K
4
BAC icon
Bank of America
BAC
+$207K
5
HIG icon
Hartford Financial Services
HIG
+$201K

Sector Composition

1 Healthcare 5.96%
2 Technology 2.35%
3 Consumer Discretionary 2%
4 Financials 1.91%
5 Communication Services 1.77%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$430K 0.33%
6,225
-63
27
$405K 0.31%
1,482
28
$398K 0.31%
2,060
+9
29
$362K 0.28%
5,398
30
$343K 0.26%
6,000
31
$342K 0.26%
6,839
32
$289K 0.22%
6,688
33
$289K 0.22%
4,437
34
$285K 0.22%
2,719
-25
35
$242K 0.19%
3,962
36
$224K 0.17%
5,683
37
$221K 0.17%
3,807
-42
38
$201K 0.15%
3,531
+12
39
– –
-6,904
40
– –
-3,900
41
– –
-21,722
1
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