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
$161M
AUM Growth
+$25.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
44
New
Increased
Reduced
Closed

Top Buys

1
+$7.59M
2
+$3.01M
3
+$2.44M
4
CZR
Caesars Entertainment Corporation
CZR
+$2.03M
5
VEU icon
Vanguard FTSE All-World ex-US ETF
VEU
+$1.83M

Top Sells

1
+$270K
2
+$222K
3
+$200K
4
AAPL icon
Apple
AAPL
+$98K
5
VIG icon
Vanguard Dividend Appreciation ETF
VIG
+$94.9K

Sector Composition

1 Consumer Discretionary 2.96%
2 Industrials 2.92%
3 Financials 2.71%
4 Healthcare 2.54%
5 Technology 2.47%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$515K 0.32%
9,834
+2,995
27
$482K 0.3%
7,230
28
$437K 0.27%
1,484
29
$402K 0.25%
2,877
+146
30
$381K 0.24%
3,478
31
$365K 0.23%
2,100
+11
32
$359K 0.22%
6,000
33
$309K 0.19%
3,859
+13
34
$277K 0.17%
4,651
35
$277K 0.17%
1,300
36
$263K 0.16%
5,027
37
$219K 0.14%
5,683
38
$217K 0.13%
+3,900
39
$210K 0.13%
+6,688
40
$210K 0.13%
+1,600
41
$206K 0.13%
+17,616
42
$203K 0.13%
+2,646
43
$202K 0.13%
+5,496
44
– –
-4,120
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