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HCM
HM Capital Management Portfolio holdings
AUM
$167M
1-Year Est. Return
9.14%
This Fund
S&P 500
This Quarter
Est. Return
-4.19%
1 Year Est. Return
-9.14%
3 Year Est. Return
+29.58%
5 Year Est. Return
+53.97%
10 Year Est. Return
–
AUM
$167M
AUM Growth
-$12.4M
(-6.9%)
Cap. Flow
-$3.41M
Cap. Flow
% of AUM
-2.04%
Top 10 Holdings %
Top 10 Hldgs %
74.88%
Holding
59
New
2
Increased
15
Reduced
11
Closed
3
Top Buys
| 1 |
Vanguard S&P 500 ETF
VOO
|
+$1.33M |
| 2 |
Vanguard FTSE All-World ex-US ETF
VEU
|
+$589K |
| 3 |
Vanguard S&P 500 Value ETF
VOOV
|
+$234K |
| 4 |
Tesla
TSLA
|
+$230K |
| 5 |
Deere & Co
DE
|
+$226K |
Top Sells
| 1 |
ProShares UltraPro Short S&P 500
SPXU
|
+$5.2M |
| 2 |
Belden
BDC
|
+$276K |
| 3 |
AbbVie
ABBV
|
+$211K |
| 4 |
UNVR
Univar Solutions Inc.
UNVR
|
+$205K |
| 5 |
iShares Russell 1000 Growth ETF
IWF
|
+$165K |
Sector Composition
| 1 | Technology | 11.7% |
| 2 | Healthcare | 5.88% |
| 3 | Consumer Staples | 4.78% |
| 4 | Consumer Discretionary | 2.62% |
| 5 | Financials | 2.01% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
|
51
Deere & Co
DE
$162B
| $220K | 0.13% |
+659
| New | +$226K |
|
52
Waste Management
WM
$97.3B
| $220K | 0.13% |
1,375
| – | – |
|
|
53
Tesla
TSLA
$1.47T
| $219K | 0.13% |
+825
| New | +$230K |
|
54
Eli Lilly
LLY
$1.04T
| $218K | 0.13% |
675
| – | – |
|
55
Avient
AVNT
$3.49B
| $203K | 0.12% |
6,688
| – | – |
|
56
Vertiv
VRT
$113B
| $100K | 0.06% |
10,245
| – | – |
|
|
57
AbbVie
ABBV
$449B
| – | – |
-1,378
| Closed | -$211K |
|
|
58
Belden
BDC
$3.94B
| – | – |
-5,188
| Closed | -$276K |
|
|
UNVR
59
DELISTED
Univar Solutions Inc.
UNVR
| – | – |
-8,250
| Closed | -$205K |
|
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