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
$198M
AUM Growth
+$32.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
44
New
Increased
Reduced
Closed

Top Buys

1
+$27.5M
2
+$1.81M
3
+$1.65M
4
DUK icon
Duke Energy
DUK
+$698K
5
WYNN icon
Wynn Resorts
WYNN
+$622K

Top Sells

1
+$19.3M
2
+$1.78M
3
+$755K
4
AMD icon
Advanced Micro Devices
AMD
+$219K
5
VB icon
Vanguard Small-Cap ETF
VB
+$82.9K

Sector Composition

1 Consumer Discretionary 4.84%
2 Technology 3.79%
3 Healthcare 2.58%
4 Industrials 2.53%
5 Financials 1.88%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$510K 0.26%
1,360
-5
27
$387K 0.2%
1,494
+5
28
$363K 0.18%
7,250
29
$331K 0.17%
1,426
30
$319K 0.16%
4,373
-251
31
$301K 0.15%
6,457
32
$293K 0.15%
6,000
33
$271K 0.14%
3,473
-480
34
$269K 0.14%
+6,688
35
$267K 0.13%
5,559
36
$262K 0.13%
1,883
-418
37
$259K 0.13%
2,960
38
$237K 0.12%
+5,683
39
$232K 0.12%
4,305
40
$218K 0.11%
+7,200
41
$218K 0.11%
+809
42
$207K 0.1%
+879
43
$204K 0.1%
+1,728
44
– –
-2,671
1
2