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Stock Style
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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
6
2
1
HM CAPITAL MANAGEMENT LLC

Time Period2018-03-31

Total Holdings41

Total Value ($x1000)125,115
Activities
New3

Increased13

Unchanged8

Decreased17

Sold Out1

Top 10 Stock Holdingstotal 82.26%
VOO49.54

VIG9.75

VEU7.98

SCZ2.97

VEA2.89

 
VB2.25

MON2.03

IWD1.68

NFLX1.59

AMZN1.58

-- hover over a symbol below for details --
SEC 13F
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Detail
Sort:
VOO
49.54%
SHS
VIG
9.75%
DIV APP ETF
VEU
7.98%
ALLWRLD EX US
SCZ
2.97%
EAFE SML CP ETF
VEA
2.89%
FTSE DEV MKT ETF
VB
2.25%
SMALL CP ETF
MON
2.03%
COM
IWD
1.68%
RUS 1000 VAL ETF
NFLX
1.59%
COM
AMZN
1.58%
COM
MSFT
1.57%
COM
IWF
1.52%
RUS 1000 GRW ETF
JPM
1.48%
COM
STZ
1.21%
CL A
NTR
1.17%
COM
JNJ
1.04%
COM
IWM
0.96%
RUSSELL 2000 ETF
SPY
0.92%
TR UNIT
VFH
0.85%
FINANCIALS ETF
ESRX
0.81%
COM
VTI
0.58%
TOTAL STK MKT
HXL
0.54%
COM
AAPL
0.46%
COM
UNH
0.45%
COM
RTN
0.35%
COM NEW
EMR
0.34%
COM
IWR
0.34%
RUS MID-CAP ETF
MKC
0.32%
COM NON VTG
IVV
0.31%
CORE S&P500 ETF
EFA
0.3%
MSCI EAFE ETF
USB
0.28%
COM NEW
GSBC
0.24%
COM
GE
0.23%
COM
POL
0.23%
COM
DIS
0.22%
COM DISNEY
BDC
0.22%
COM
MO
0.18%
COM
GM
0.17%
COM
BAC
0.17%
COM
HIG
0.16%
COM
MRK
0.16%
COM
KHC
0.96%
COM