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
$493M
AUM Growth
+$17M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
110
New
Increased
Reduced
Closed

Top Buys

1
+$7.37M
2
+$4.94M
3
+$4.76M
4
GNTX icon
Gentex
GNTX
+$2.38M
5
BKH icon
Black Hills Corp
BKH
+$1.32M

Top Sells

1
+$5.67M
2
+$5.49M
3
+$5.37M
4
ELME
Elme Communities
ELME
+$5.34M
5
FISV
Fiserv Inc
FISV
+$3.07M

Sector Composition

1 Financials 23.04%
2 Healthcare 18.16%
3 Consumer Discretionary 14.95%
4 Technology 12.32%
5 Real Estate 8.41%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.87M 0.38%
12,610
+445
52
$1.81M 0.37%
35,940
-1,045
53
$1.8M 0.37%
22,655
+65
54
$1.71M 0.35%
69,895
-1,700
55
$1.66M 0.34%
84,295
56
$1.48M 0.3%
15,145
+410
57
$1.42M 0.29%
7,425
+375
58
$1.41M 0.29%
7,013
-220
59
$1.4M 0.29%
28,400
+5,095
60
$1.35M 0.27%
31,420
-125
61
$1.35M 0.27%
23,155
+4,520
62
$1.3M 0.26%
32,910
+4,035
63
$1.2M 0.24%
28,365
+4,095
64
$1.19M 0.24%
11,220
+395
65
$1.19M 0.24%
5,111
66
$1.19M 0.24%
17,500
+2,515
67
$1.16M 0.23%
4,355
+300
68
$1.13M 0.23%
2,630
+95
69
$1.06M 0.21%
7,925
70
$1.04M 0.21%
9,560
+1,205
71
$1.02M 0.21%
29,500
72
$1M 0.2%
31,863
+120
73
$969K 0.2%
7,370
+260
74
$922K 0.19%
20,835
-450
75
$873K 0.18%
43,845
-10,400
1 2
3
4 5