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
$136M
AUM Growth
+$18.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
37
New
Increased
Reduced
Closed

Top Buys

1
+$3.81M
2
+$1.76M
3
+$868K
4
IWD icon
iShares Russell 1000 Value ETF
IWD
+$712K
5
BDC icon
Belden
BDC
+$250K

Top Sells

1
+$1.9M
2
+$1.07M
3
+$769K
4
IWR icon
iShares Russell Mid-Cap ETF
IWR
+$222K
5
AAPL icon
Apple
AAPL
+$31.9K

Sector Composition

1 Technology 2.55%
2 Healthcare 2.15%
3 Consumer Discretionary 1.77%
4 Industrials 1.49%
5 Materials 1.46%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$330K 0.24%
6,839
27
$311K 0.23%
6,000
28
$305K 0.22%
3,846
+12
29
$303K 0.22%
2,731
+16
30
$261K 0.19%
1,300
31
$250K 0.18%
+4,651
32
$250K 0.18%
5,027
-201
33
$222K 0.16%
4,120
-4,120
34
$211K 0.16%
+5,683
35
– –
-19,498
36
– –
-28,740
37
– –
-18,058
1
2