HPCM

Hunter Perkins Capital Management Portfolio holdings

AUM $424M
1-Year Est. Return 18.79%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+18.79%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$450M
AUM Growth
+$29.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
117
New
Increased
Reduced
Closed

Top Buys

1
+$3.84M
2
+$2.84M
3
+$2.72M
4
TMO icon
Thermo Fisher Scientific
TMO
+$2.32M
5
FISV
Fiserv Inc
FISV
+$2.17M

Top Sells

1
+$4.06M
2
+$2.41M
3
+$1.91M
4
COHR icon
Coherent
COHR
+$1.2M
5
GPK icon
Graphic Packaging
GPK
+$1.07M

Sector Composition

1 Financials 25.85%
2 Healthcare 18.99%
3 Consumer Discretionary 11.81%
4 Technology 11.32%
5 Real Estate 8.1%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.61M 0.36%
11,258
-887
52
$1.57M 0.35%
44,540
53
$1.56M 0.35%
8,575
-640
54
$1.51M 0.33%
28,525
55
$1.45M 0.32%
32,235
-850
56
$1.44M 0.32%
2,485
-215
57
$1.43M 0.32%
2,140
58
$1.43M 0.32%
22,785
59
$1.42M 0.32%
14,757
-1,120
60
$1.39M 0.31%
13,400
-1,010
61
$1.39M 0.31%
5,355
62
$1.3M 0.29%
12,962
-884
63
$1.3M 0.29%
87,620
64
$1.3M 0.29%
5,665
65
$1.28M 0.28%
7,643
+90
66
$1.27M 0.28%
9,560
67
$1.26M 0.28%
51,550
+1,533
68
$1.19M 0.26%
12,685
-3,005
69
$1.18M 0.26%
24,125
70
$1.15M 0.26%
4,511
71
$1.14M 0.25%
66,800
+3,390
72
$1.14M 0.25%
+9,075
73
$1.12M 0.25%
10,030
+1,365
74
$1.11M 0.25%
20,000
75
$1.05M 0.23%
20,975
-2,035
1 2
3
4 5