HPCM

Hunter Perkins Capital Management Portfolio holdings

AUM $431M
1-Year Est. Return 15.65%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+15.65%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$488M
AUM Growth
+$9.43M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
115
New
Increased
Reduced
Closed

Top Buys

1
+$7.9M
2
+$5.85M
3
+$5.73M
4
SSD icon
Simpson Manufacturing
SSD
+$1.26M
5
LAZ icon
Lazard
LAZ
+$1.14M

Top Sells

1
+$10.5M
2
+$4.37M
3
+$3.82M
4
LKQ icon
LKQ Corp
LKQ
+$3.28M
5
THG icon
Hanover Insurance
THG
+$3.05M

Sector Composition

1 Financials 20.29%
2 Healthcare 17.16%
3 Consumer Discretionary 14.71%
4 Technology 12.48%
5 Real Estate 8.74%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$227K 0.05%
26,640
102
$155K 0.03%
16,351
103
$116K 0.02%
11,033
+843
104
$84K 0.02%
23,000
105
$67K 0.01%
600
-428
106
$38K 0.01%
19,241
107
– –
-40,000
108
– –
-5,000
109
– –
-10,000
110
– –
-4,000
111
– –
-10,000
112
– –
-15,000
113
– –
-19,800
114
– –
-10,000
115
– –
-15,000
1 2 3 4
5