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
$158M
AUM Growth
-$3.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
44
New
Increased
Reduced
Closed

Top Buys

1
+$873K
2
+$536K
3
+$233K
4
AMZN icon
Amazon
AMZN
+$74.6K
5
PG icon
Procter & Gamble
PG
+$52K

Top Sells

1
+$5.36M
2
+$530K
3
+$262K
4
AAPL icon
Apple
AAPL
+$211K
5
GE icon
GE Aerospace
GE
+$63.4K

Sector Composition

1 Industrials 3.37%
2 Financials 2.93%
3 Consumer Discretionary 2.92%
4 Technology 2.68%
5 Healthcare 2.48%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$485K 0.31%
3,896
+418
27
$483K 0.31%
7,230
28
$443K 0.28%
1,484
29
$414K 0.26%
2,111
+11
30
$377K 0.24%
2,889
+12
31
$342K 0.22%
6,000
32
$311K 0.2%
3,870
+11
33
$286K 0.18%
1,376
+76
34
$248K 0.16%
4,651
35
$236K 0.15%
3,900
36
$233K 0.15%
+1,460
37
$219K 0.14%
1,600
38
$218K 0.14%
6,688
39
$217K 0.14%
5,496
40
$216K 0.14%
3,058
+412
41
$213K 0.13%
5,683
42
$208K 0.13%
17,616
43
$161K 0.1%
3,606
-1,421
44
– –
-18,785
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