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
$496M
AUM Growth
-$37.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
94
New
Increased
Reduced
Closed

Top Buys

1
+$9.11M
2
+$6.7M
3
+$5.95M
4
ADBE icon
Adobe
ADBE
+$5.03M
5
GT icon
Goodyear
GT
+$4.58M

Top Sells

1
+$8.59M
2
+$8.06M
3
+$7.59M
4
CERN
Cerner Corp
CERN
+$6.92M
5
CALM icon
Cal-Maine
CALM
+$5.14M

Sector Composition

1 Financials 23.21%
2 Healthcare 19.73%
3 Consumer Discretionary 17.39%
4 Real Estate 11.74%
5 Technology 10.74%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$6.07M 1.22%
43,620
+26,400
27
$5.95M 1.19%
+678,800
28
$5.5M 1.1%
47,378
+325
29
$5.36M 1.08%
93,500
30
$5.03M 1.01%
+11,035
31
$4.71M 0.94%
222,025
+1,200
32
$4.58M 0.92%
+320,300
33
$3.71M 0.74%
41,200
34
$3.47M 0.7%
41,120
-120
35
$3.25M 0.65%
5,500
36
$3.18M 0.64%
14,884
-35,487
37
$2.5M 0.5%
129,020
-4,400
38
$2.42M 0.49%
9,070
-440
39
$2.3M 0.46%
4,000
40
$1.96M 0.39%
14,000
41
$1.91M 0.38%
18,785
-9,100
42
$1.81M 0.36%
35,305
43
$1.59M 0.32%
+7,135
44
$1.47M 0.29%
16,800
45
$1.41M 0.28%
15,000
46
$1.37M 0.28%
7,852
47
$1.35M 0.27%
36,000
48
$1.23M 0.25%
15,310
+3,500
49
$1.17M 0.23%
15,000
50
$1.13M 0.23%
2,500
-500
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2
3 4