HCM
HM Capital Management Portfolio holdings
AUM
$167M
This Quarter Return
+1.86%
1 Year Return
-9.14%
3 Year Return
+29.58%
5 Year Return
+54.04%
10 Year Return
–
AUM
$53.1M
AUM Growth
–
Cap. Flow
+$53.1M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
82.76%
Holding
24
New
24
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
Vanguard S&P 500 ETF
VOO
|
$14.1M |
| 2 |
Vanguard Dividend Appreciation ETF
VIG
|
$12.7M |
| 3 |
Technology Select Sector SPDR Fund
XLK
|
$3.6M |
| 4 |
iShares Russell 1000 Value ETF
IWD
|
$2.34M |
| 5 |
Vanguard FTSE Emerging Markets ETF
VWO
|
$2.33M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Industrials | 5.21% |
| 2 | Healthcare | 2.84% |
| 3 | Communication Services | 2.12% |
| 4 | Energy | 2.11% |
| 5 | Consumer Staples | 0.98% |
