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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
+13.76%
1 Year Est. Return
-9.14%
3 Year Est. Return
+29.58%
5 Year Est. Return
+53.97%
10 Year Est. Return
–
AUM
$198M
AUM Growth
+$32.9M
(+20%)
Cap. Flow
+$11M
Cap. Flow
% of AUM
5.55%
Top 10 Holdings %
Top 10 Hldgs %
84.15%
Holding
44
New
8
Increased
7
Reduced
13
Closed
1
Top Buys
| 1 |
Vanguard S&P 500 Value ETF
VOOV
|
+$26M |
| 2 |
State Street Financial Select Sector SPDR ETF
XLF
|
+$1.64M |
| 3 |
State Street Materials Select Sector SPDR ETF
XLB
|
+$1.56M |
| 4 |
Duke Energy
DUK
|
+$706K |
| 5 |
Boeing
BA
|
+$540K |
Top Sells
| 1 |
Vanguard S&P 500 ETF
VOO
|
+$18.3M |
| 2 |
Vanguard Dividend Appreciation ETF
VIG
|
+$1.71M |
| 3 |
Vanguard FTSE All-World ex-US ETF
VEU
|
+$705K |
| 4 |
Advanced Micro Devices
AMD
|
+$219K |
| 5 |
Vanguard Small-Cap ETF
VB
|
+$75.2K |
Sector Composition
| 1 | Consumer Discretionary | 4.84% |
| 2 | Technology | 3.79% |
| 3 | Healthcare | 2.58% |
| 4 | Industrials | 2.53% |
| 5 | Financials | 1.88% |
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