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
$429M
AUM Growth
-$45.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
111
New
Increased
Reduced
Closed

Top Buys

1
+$5.83M
2
+$4.38M
3
+$2.11M
4
PLD icon
Prologis
PLD
+$1.95M
5
WBS icon
Webster Financial
WBS
+$1.57M

Top Sells

1
+$6.95M
2
+$5.85M
3
+$4.97M
4
GPK icon
Graphic Packaging
GPK
+$4.15M
5
HIG icon
Hartford Financial Services
HIG
+$4.09M

Sector Composition

1 Financials 26%
2 Healthcare 17.71%
3 Consumer Discretionary 13.69%
4 Technology 11.2%
5 Real Estate 8.16%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$40K 0.01%
22,500
102
$23K 0.01%
17,241
103
$3K ﹤0.01%
400
104
– –
-27,485
105
– –
-40,000
106
– –
-7,925
107
– –
-37,450
108
– –
-13,093
109
– –
0
110
– –
-8,650
111
– –
-86,249
1 2 3 4
5