HPCM

Hunter Perkins Capital Management Portfolio holdings

AUM $450M
1-Year Est. Return 7.3%
This Quarter Est. Return
1 Year Est. Return
+7.3%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$387M
AUM Growth
+$40.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
83
New
Increased
Reduced
Closed

Top Buys

1
+$8.91M
2
+$8.55M
3
+$7.12M
4
SNV icon
Synovus
SNV
+$3.82M
5
ADI icon
Analog Devices
ADI
+$2.52M

Top Sells

1
+$9.48M
2
+$5.72M
3
+$3.96M
4
LH icon
Labcorp
LH
+$2.71M
5
CFG icon
Citizens Financial Group
CFG
+$1.11M

Sector Composition

1 Real Estate 25.42%
2 Financials 23.6%
3 Healthcare 17.66%
4 Technology 11.92%
5 Consumer Discretionary 9.59%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$3.82M 0.99%
+178,865
27
$3.33M 0.86%
40,000
28
$3.2M 0.83%
94,500
-15,400
29
$3.13M 0.81%
229,525
+12,075
30
$2.94M 0.76%
25,155
+21,600
31
$2.54M 0.66%
45,475
32
$2.47M 0.64%
11,845
+2,045
33
$2.21M 0.57%
5,000
34
$2.14M 0.55%
28,650
35
$1.42M 0.37%
4,000
36
$1.24M 0.32%
3,700
37
$1.11M 0.29%
+98,575
38
$1.1M 0.29%
18,800
39
$1.03M 0.27%
14,000
40
$932K 0.24%
36,000
41
$828K 0.21%
11,300
+680
42
$805K 0.21%
101,400
+11,900
43
$804K 0.21%
15,000
44
$783K 0.2%
16,865
+6,205
45
$582K 0.15%
+18,050
46
$574K 0.15%
8,669
47
$566K 0.15%
2,690
+50
48
$547K 0.14%
12,500
49
$501K 0.13%
+5,500
50
$489K 0.13%
10,000
1
2
3