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Stock Style shows hedge fund manager's main investment focus in Value or Growth. It is determined based on analysis of portfolio holdings that are part of about 3000 US Stocks.
Style
Market Cap
Large
Value
Mid
Blend
Small
Growth
12
1
2
0
0
0
5
2
0
HM CAPITAL MANAGEMENT LLC

Time Period2017-12-31

Total Holdings39

Total Value ($x1000)121,815
Activities
New2

Increased16

Unchanged12

Decreased9

Sold Out0

Top 10 Stock Holdingstotal 83.68%
VOO48.34

VIG12.66

VEU7.59

SCZ3.02

VEA3

 
VB2.19

MON1.96

IWD1.84

IWF1.54

MSFT1.54

-- hover over a symbol below for details --
SEC 13F
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Detail
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VOO
48.34%
SHS
VIG
12.66%
DIV APP ETF
VEU
7.59%
ALLWRLD EX US
SCZ
3.02%
EAFE SML CP ETF
VEA
3%
FTSE DEV MKT ETF
VB
2.19%
SMALL CP ETF
MON
1.96%
COM
IWD
1.84%
RUS 1000 VAL ETF
IWF
1.54%
RUS 1000 GRW ETF
MSFT
1.54%
COM
JPM
1.48%
COM
AMZN
1.36%
COM
STZ
1.27%
CL A
JNJ
1.15%
COM
NFLX
1.09%
COM
IWM
1.07%
RUSSELL 2000 ETF
KHC
0.96%
COM
SPY
0.95%
TR UNIT
VFH
0.9%
FINANCIALS ETF
VTI
0.61%
TOTAL STK MKT
UNH
0.48%
COM
AAPL
0.46%
COM
IWR
0.44%
RUS MID-CAP ETF
EMR
0.36%
COM
IVV
0.33%
CORE S&P500 ETF
USB
0.32%
COM NEW
RTN
0.32%
COM NEW
EFA
0.31%
MSCI EAFE ETF
MKC
0.31%
COM NON VTG
GSBC
0.25%
COM
BDC
0.25%
COM
DIS
0.24%
COM DISNEY
POL
0.24%
COM
GE
0.23%
COM
MO
0.21%
COM
GM
0.19%
COM
HIG
0.18%
COM
MRK
0.18%
COM
BAC
0.17%
COM