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
$68.6M
AUM Growth
+$15.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
29
New
Increased
Reduced
Closed

Top Buys

1
+$14M
2
+$780K
3
+$754K
4
HNGR
Hanger Inc.
HNGR
+$697K
5
MUR icon
Murphy Oil
MUR
+$643K

Top Sells

1
+$1.47M
2
+$1.16M
3
+$1.12M
4
BA icon
Boeing
BA
+$865K
5
XLK icon
Technology Select Sector SPDR Fund
XLK
+$674K

Sector Composition

1 Healthcare 4.31%
2 Energy 3%
3 Communication Services 1.88%
4 Industrials 1.79%
5 Consumer Discretionary 1.14%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$28.8M 41.93%
186,814
+90,916
2
$13.4M 19.55%
192,591
+55
3
$3.09M 4.51%
96,567
-21,033
4
$2.98M 4.35%
34,636
+6,757
5
$2.38M 3.47%
22,294
6
$2.28M 3.32%
29,184
+4,065
7
$1.7M 2.47%
37,470
-11,670
8
$1.51M 2.2%
24,416
9
$1.42M 2.07%
28,795
10
$1.39M 2.02%
21,788
11
$1.29M 1.88%
88,925
12
$1.07M 1.56%
6,362
+538
13
$952K 1.39%
23,720
-36,508
14
$780K 1.14%
+17,449
15
$754K 1.1%
+8,075
16
$697K 1.02%
+20,655
17
$643K 0.94%
+10,675
18
$548K 0.8%
6,254
+740
19
$528K 0.77%
3,125
+516
20
$412K 0.6%
11,304
21
$412K 0.6%
+14,000
22
$408K 0.59%
3,564
+1
23
$405K 0.59%
6,273
+2
24
$280K 0.41%
3,317
25
$271K 0.4%
3,404
1
2