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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
$490M
AUM Growth
-$71.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
177
New
Increased
Reduced
Closed

Top Buys

1
+$13.6M
2
+$12.5M
3
+$8.67M
4
ADI icon
Analog Devices
ADI
+$7.85M
5
PII icon
Polaris
PII
+$4.43M

Top Sells

1
+$23.9M
2
+$12.6M
3
+$11.8M
4
SCHW
Charles Schwab
SCHW
+$9.98M
5
LAMR icon
Lamar Advertising Co
LAMR
+$9.37M

Sector Composition

1 Financials 23.48%
2 Healthcare 20.89%
3 Real Estate 17.05%
4 Consumer Discretionary 13.72%
5 Technology 8.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$251K 0.05%
7,780
-220
77
$241K 0.05%
20,409
78
$237K 0.05%
3,954
79
$236K 0.05%
1,800
-200
80
$210K 0.04%
1,920
81
$199K 0.04%
19,000
-7,500
82
$131K 0.03%
15,087
-986
83
$118K 0.02%
+17,000
84
– –
-5,150
85
– –
-58,640
86
– –
-3,279
87
– –
-3,280
88
– –
-6,000
89
– –
-5,350
90
– –
-3,089
91
– –
-2,200
92
– –
-36,400
93
– –
-19,375
94
– –
-16,600
95
– –
-2,600
96
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-27,800
97
– –
-3,000
98
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-13,300
99
– –
-4,800
100
– –
-3,100
2 3
4
5 6