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
$153M
AUM Growth
+$17.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
39
New
Increased
Reduced
Closed

Top Buys

1
+$1.73M
2
+$1.03M
3
+$525K
4
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$287K
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$209K

Top Sells

1
+$4.88M
2
+$2.56M
3
+$968K
4
VIG icon
Vanguard Dividend Appreciation ETF
VIG
+$893K
5
AGN
Allergan plc
AGN
+$806K

Sector Composition

1 Consumer Discretionary 5.07%
2 Technology 4.19%
3 Healthcare 3.25%
4 Industrials 2.04%
5 Financials 1.93%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$288K 0.19%
1,483
+7
27
$287K 0.19%
+7,250
28
$281K 0.18%
4,624
-2,105
29
$275K 0.18%
2,301
-1,595
30
$255K 0.17%
1,426
+50
31
$242K 0.16%
6,000
32
$238K 0.16%
6,457
33
$219K 0.14%
5,496
34
$209K 0.14%
+2,960
35
$150K 0.1%
4,409
+803
36
– –
-15,882
37
– –
-57,007
38
– –
-4,552
39
– –
-2,129
1
2