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HCM

Heights Capital Management Portfolio holdings

AUM $357M
1-Year Est. Return 7.93%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+7.93%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$209M
AUM Growth
+$7.63M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
164
New
Increased
Reduced
Closed

Top Buys

1
+$43.9M
2
+$15.1M
3
+$7.74M
4
DMAAU
Drugs Made In America Acquisition Corp Units
DMAAU
+$6.56M
5
REE icon
REE Automotive
REE
+$6.46M

Top Sells

1
+$25.5M
2
+$10.8M
3
+$5.84M
4
SIDU icon
Sidus Space
SIDU
+$2.37M
5
NVNI
Nvni Group
NVNI
+$1.29M

Sector Composition

1 Consumer Discretionary 32.35%
2 Financials 16.56%
3 Industrials 15.05%
4 Healthcare 6.12%
5 Technology 2.3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
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-194,000
152
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-41,559
153
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-156,176
154
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-147,002
155
– –
-36,029
156
– –
-178,270
157
– –
-100,000
158
– –
-155,000
159
– –
-197,000
160
– –
-90,000
161
– –
-20,000
162
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-1,285,410
3 4 5 6
7