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
$98.1M
AUM Growth
+$15.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
35
New
Increased
Reduced
Closed

Top Buys

1
+$11.4M
2
+$1.07M
3
+$1.02M
4
MSFT icon
Microsoft
MSFT
+$909K
5
AAPL icon
Apple
AAPL
+$562K

Top Sells

1
+$9.42M
2
+$1.55M
3
+$897K
4
GPRO icon
GoPro
GPRO
+$366K
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$10.6K

Sector Composition

1 Technology 2.36%
2 Healthcare 1.79%
3 Financials 1.7%
4 Industrials 1.07%
5 Consumer Staples 0.48%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$49.1M 50.08%
260,640
+60,632
2
$14.4M 14.65%
176,986
3
$9.65M 9.84%
205,874
+3,177
4
$4.03M 4.11%
38,569
5
$3.22M 3.29%
69,000
6
$2.76M 2.82%
28,885
7
$1.37M 1.4%
6,681
+281
8
$1.24M 1.26%
1,202
-9,173
9
$1.18M 1.21%
10,142
+34
10
$1.09M 1.11%
9,090
11
$1.07M 1.09%
+10,265
12
$1.02M 1.04%
+16,302
13
$909K 0.93%
+19,584
14
$585K 0.6%
5,514
15
$562K 0.57%
+20,316
16
$521K 0.53%
12,480
17
$505K 0.52%
8,318
18
$492K 0.5%
2,368
-51
19
$472K 0.48%
3,889
+563
20
$459K 0.47%
11,436
21
$408K 0.42%
9,083
22
$393K 0.4%
+3,883
23
$379K 0.39%
6,123
+2
24
$367K 0.37%
5,801
-5,793
25
$287K 0.29%
5,295
1
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