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
$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 icon
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
176
-4,800
177
-12,900