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
$165M
AUM Growth
+$12M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
38
New
Increased
Reduced
Closed

Top Buys

1
+$965K
2
+$958K
3
+$658K
4
VEU icon
Vanguard FTSE All-World ex-US ETF
VEU
+$316K
5
AMD icon
Advanced Micro Devices
AMD
+$219K

Top Sells

1
+$1.73M
2
+$1.02M
3
+$525K
4
AAPL icon
Apple
AAPL
+$33.7K
5
GE icon
GE Aerospace
GE
+$3.24K

Sector Composition

1 Consumer Discretionary 4.66%
2 Technology 4.31%
3 Healthcare 2.89%
4 Industrials 1.77%
5 Financials 1.7%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$313K 0.19%
3,953
+6
27
$313K 0.19%
7,250
28
$304K 0.18%
1,426
29
$294K 0.18%
4,624
30
$288K 0.17%
1,489
+6
31
$259K 0.16%
5,559
+63
32
$231K 0.14%
6,457
33
$219K 0.13%
+2,671
34
$218K 0.13%
2,960
35
$217K 0.13%
6,000
36
$134K 0.08%
4,305
-104
37
– –
-5,351
38
– –
-1,465
1
2