FHCM
Force Hill Capital Management Portfolio holdings
AUM
$116M
1-Year Est. Return
31.19%
This Fund
S&P 500
1 Year Est. Return
+31.19%
AUM
$462M
AUM Growth
+$78.9M
(+21%)
Holding
68
Top Buys
| 1 | +$15.6M | |
| 2 | +$13.2M | |
| 3 | +$10.9M | |
| 4 |
Qorvo
QRVO
|
+$10.8M |
| 5 |
Amphenol
APH
|
+$8.28M |
Top Sells
| 1 | +$12M | |
| 2 | +$11M | |
| 3 | +$10.1M | |
| 4 |
Coherent
COHR
|
+$8.24M |
| 5 |
F5
FFIV
|
+$7.72M |
Sector Composition
| 1 | Technology | 71.32% |
| 2 | Communication Services | 17.08% |
| 3 | Consumer Discretionary | 8.65% |
| 4 | Financials | 2.96% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
26
Microchip Technology
MCHP
$38.3B
| $8.85M | 1.91% |
98,800
+18,500
|
|
||
27
Qualcomm
QCOM
$136B
| $8.44M | 1.83% |
70,900
+14,400
|
|
||
28
Extreme Networks
EXTR
$2.22B
| $8.33M | 1.8% |
319,812
+72,018
|
|
||
29
DoorDash
DASH
$69.8B
| $7.82M | 1.69% |
+102,300
|
|
||
30
Okta
OKTA
$13.5B
| $7.77M | 1.68% |
112,000
+48,700
|
|
||
31
Arrow Electronics
ARW
$7.92B
| $7.37M | 1.59% |
51,480
-25,500
|
|
||
32
Jabil
JBL
$30.3B
| $7.22M | 1.56% |
66,900
+29,200
|
|
||
33
Flex
FLEX
$26.9B
| $6.79M | 1.47% |
326,044
+76,845
|
|
||
34
Warner Music
WMG
$14.4B
| $6.77M | 1.46% |
259,400
+101,500
|
|
||
35
Lumentum
LITE
$64B
| $6.73M | 1.46% |
+118,600
|
|
||
36
Impinj
PI
$3.19B
| $6.53M | 1.41% |
+72,800
|
|
||
37
Everpure, Inc.
PSTG
$20.6B
| $6.5M | 1.41% |
176,500
+90,969
|
|
||
38
Viavi Solutions
VIAV
$9.58B
| $6.47M | 1.4% |
570,700
+177,398
|
|
||
39
STMicroelectronics
STM
$33.8B
| $5.86M | 1.27% |
117,139
-40,100
|
|
||
40
CrowdStrike
CRWD
$108B
| $5.8M | 1.25% |
39,500
+14,200
|
|
||
41
Avnet
AVT
$5.4B
| $5.8M | 1.25% |
+114,900
|
|
||
42
Logitech
LOGI
$13.9B
| $5.62M | 1.22% |
94,600
-21,200
|
|
||
43
Nutanix
NTNX
$10.5B
| $5.58M | 1.21% |
198,942
+84,300
|
|
||
44
ASML
ASML
$548B
| $5.36M | 1.16% |
7,400
-17,624
|
|
||
45
Mobileye
MBLY
$6.2B
| $5.15M | 1.11% |
+134,100
|
|
||
46
Amkor Technology
AMKR
$13B
| $4.56M | 0.99% |
+153,400
|
|
||
47
Western Digital
WDC
$115B
| $3.58M | 0.77% |
+124,891
|
|
||
48
Teradyne
TER
$56.1B
| $3.41M | 0.74% |
+30,600
|
|
||
49
Silicon Motion
SIMO
$4.14B
| $3.11M | 0.67% |
43,300
-3,600
|
|
||
50
TD Synnex
SNX
$16.1B
| – | – |
-22,994
|
|