HCM

Hollencrest Capital Management Portfolio holdings

AUM $2.77B
1-Year Est. Return 22.33%
This Quarter Est. Return
1 Year Est. Return
+22.33%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$2.42B
AUM Growth
+$150M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,151
New
Increased
Reduced
Closed

Top Buys

1 +$25.1M
2 +$21M
3 +$3.64M
4
LLY icon
Eli Lilly
LLY
+$1.73M
5
AAPL icon
Apple
AAPL
+$1.45M

Top Sells

1 +$22.8M
2 +$9.37M
3 +$1.99M
4
EVH icon
Evolent Health
EVH
+$1.89M
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$1.63M

Sector Composition

1 Technology 17.32%
2 Financials 8.02%
3 Consumer Discretionary 5.52%
4 Healthcare 5.49%
5 Consumer Staples 3.8%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1151
-147