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
$166M
AUM Growth
+$7.56M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
43
New
Increased
Reduced
Closed

Top Buys

1
+$604K
2
+$506K
3
+$194K
4
UNH icon
UnitedHealth
UNH
+$53.5K
5
JNJ icon
Johnson & Johnson
JNJ
+$52.8K

Top Sells

1
+$5.54M
2
+$205K
3
+$200K
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$99K
5
VIG icon
Vanguard Dividend Appreciation ETF
VIG
+$85.4K

Sector Composition

1 Consumer Discretionary 3.46%
2 Industrials 3.29%
3 Technology 2.99%
4 Financials 2.89%
5 Healthcare 2.86%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$487K 0.29%
3,896
27
$466K 0.28%
2,120
+9
28
$461K 0.28%
1,427
-57
29
$419K 0.25%
2,894
+5
30
$383K 0.23%
6,457
-3,377
31
$380K 0.23%
6,000
32
$341K 0.21%
3,929
+59
33
$312K 0.19%
1,376
34
$261K 0.16%
1,467
+7
35
$256K 0.15%
4,651
36
$246K 0.15%
6,688
37
$237K 0.14%
3,900
38
$226K 0.14%
17,616
39
$219K 0.13%
1,600
40
$218K 0.13%
5,496
41
$213K 0.13%
3,058
42
$208K 0.13%
5,683
43
$201K 0.12%
3,606
1
2