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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
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Small
Growth
11
0
0
0
0
0
4
1
1
HM CAPITAL MANAGEMENT LLC

Time Period2018-12-31

Total Holdings34

Total Value ($x1000)116,790
Activities
New2

Increased20

Unchanged9

Decreased3

Sold Out7

Top 10 Stock Holdingstotal 86.09%
VOO54.52

VIG9.82

VEU7.68

VEA2.6

SCZ2.53

 
VB2.38

MSFT1.69

IWD1.67

JPM1.63

IWF1.57

-- hover over a symbol below for details --
SEC 13F
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Detail
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VOO
54.52%
SHS
VIG
9.82%
DIV APP ETF
VEU
7.68%
ALLWRLD EX US
VEA
2.6%
FTSE DEV MKT ETF
SCZ
2.53%
EAFE SML CP ETF
VB
2.38%
SMALL CP ETF
MSFT
1.69%
COM
IWD
1.67%
RUS 1000 VAL ETF
JPM
1.63%
COM
IWF
1.57%
RUS 1000 GRW ETF
AMZN
1.55%
COM
NTR
1.48%
COM
JNJ
1.36%
COM
VFH
0.92%
FINANCIALS ETF
IWM
0.9%
RUSSELL 2000 ETF
SPY
0.8%
TR UNIT
UNH
0.7%
COM
AAPL
0.66%
COM
NFLX
0.66%
COM
HXL
0.63%
COM
VTI
0.59%
TOTAL STK MKT
MKC
0.45%
COM NON VTG
EMR
0.37%
COM
IWR
0.33%
RUS MID-CAP ETF
IVV
0.32%
CORE S&P500 ETF
PG
0.27%
COM
RTN
0.27%
COM NEW
USB
0.27%
COM NEW
EFA
0.27%
MSCI EAFE ETF
DIS
0.26%
COM DISNEY
MRK
0.24%
COM
GSBC
0.24%
COM
BRK.B
0.23%
CL B NEW
GE
0.16%
COM
POL
0.22%
COM
BDC
0.22%
COM
UNVR
0.19%
COM
MO
0.16%
COM
QQQ
0.16%
UNIT SER 1
SCHX
0.16%
US LRG CAP ETF
BAC
0.16%
COM