Summary
The fund seeks capital appreciation in the long term by investing in companies across any size in the United States.
The investment process is designed to identify the various trends in the equity market.
To this end, the fund utilizes the HCM-BuyLine, its proprietary quantitative investment model to determine when it should be invested or not be invested in the market.
The HCM-BuyLine uses trend analysis to help identify the broad trend in the equity market. Depending on the current trend, the research team inc
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Directors
Sep 13, 2023- Mark H. Taylor
- Jeffrey D. Young
- Patricia Luscombe
- John V. Palancia
Chief Compliance Officer
- William Kimme
Fund Manager(s)
Price
Company Name |
Holding |
| Vanguard World Fund | 23.19 % |
| Invesco QQQ Trust | 21.4 % |
| ProShares Trust | 20.9 % |
| ProShares Trust | 18.02 % |
| HCM BBH SWEEP | 10.47 % |
| Direxion Shares ETF Trust | 3.63 % |
| Direxion Shares ETF Trust | 3.43 % |
| NVIDIA Corp. | 0.68 % |
| Meta Platforms Inc | 0.37 % |
| Advanced Micro Devices, Inc. | 0.2 % |
| More |
Documents
Performance
YTD
6.6%
3 Year
19.61%
5 Year
137.42%
Best
47.23%
2020
Worst
-39.44%
2022
| 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|
| Q1 | 9.7% | 6.9% | -15.5% | 4.4% | -12.8% | 10.6% | 0.1% | 9.6% | -3.9% | -0.2% |
| Q2 | -4.6% | 18.2% | -21.2% | 15.1% | 26.5% | -5.2% | 12.2% | 4.1% | -3.4% | 0.5% |
| Q3 | - | -6.3% | -6% | -0.3% | 12.8% | -1.6% | 9.3% | 6.5% | 11.1% | -14.8% |
| Q4 | - | 10.6% | -3.3% | 15.8% | 17.1% | 15.1% | -22.3% | 8.3% | 6.5% | 12.4% |
| J | F | M | A | M | J | J | A | S | O | N | D | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2024 | 0.4% | 7.7% | 1.5% | -2.8% | - | - | - | - | - | - | - | - |
| 2023 | 5.2% | -2.4% | 4.1% | 1.2% | 6.9% | 9.2% | 4.9% | -2.7% | -8.1% | -3.3% | 6.7% | 8.2% |
| 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | ||
|---|---|---|---|---|---|---|---|---|---|---|---|
| 7% | 32% | -39% | 37% | 47% | 22% | -8% | 32% | 0% | -4% |
Alpha
| 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|
| HCMDX | 7% | 32% | -39% | 37% | 47% | 22% | -8% | 32% | - | -4% |
| Russell 3000 | - | - | -29% | 25% | 37% | 34% | -3% | 28% | 6% | 4% |
| Alpha | 7% | 32% | -11% | 12% | 10% | -12% | -4% | 5% | - | -7% |