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
$479M
AUM Growth
+$13.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
129
New
Increased
Reduced
Closed

Top Buys

1
+$8.95M
2
+$6.16M
3
+$3.18M
4
FISV
Fiserv Inc
FISV
+$2.98M
5
AOS icon
A.O. Smith
AOS
+$2.06M

Top Sells

1
+$3.99M
2
+$3.77M
3
+$3.42M
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$2.61M
5
COLB icon
Columbia Banking Systems
COLB
+$2.49M

Sector Composition

1 Financials 20.59%
2 Healthcare 18.79%
3 Consumer Discretionary 13.13%
4 Technology 10.81%
5 Real Estate 9.98%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
– –
-4,025
127
– –
-19,975
128
– –
-2,500
129
– –
-81,325
2 3 4 5
6