HCM

HMS Capital Management Portfolio holdings

AUM $238M
1-Year Est. Return 24.51%
This Quarter Est. Return
1 Year Est. Return
+24.51%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$171M
AUM Growth
+$15.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
126
New
Increased
Reduced
Closed

Top Buys

1
+$14.5M
2
+$6.79M
3
+$5.01M
4
TREE icon
LendingTree
TREE
+$3.89M
5
SHV icon
iShares Short Treasury Bond ETF
SHV
+$3.34M

Top Sells

1
+$4.17M
2
+$3.9M
3
+$3.33M
4
PYPL icon
PayPal
PYPL
+$3.25M
5
IGHG icon
ProShares Investment Grade-Interest Rate Hedged
IGHG
+$2.34M

Sector Composition

1 Technology 17.23%
2 Financials 9.95%
3 Consumer Discretionary 9.33%
4 Healthcare 8.15%
5 Consumer Staples 3.37%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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