HLCM

Hickory Lane Capital Management Portfolio holdings

AUM $81.7M
1-Year Est. Return 6.23%
This Quarter Est. Return
1 Year Est. Return
+6.23%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$138M
AUM Growth
-$23.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
45
New
Increased
Reduced
Closed

Top Buys

1
+$8.27M
2
+$5.63M
3
+$5.5M
4
MA icon
Mastercard
MA
+$4.17M
5
UBER icon
Uber
UBER
+$1.9M

Top Sells

1
+$7.03M
2
+$3.95M
3
+$3.76M
4
MTN icon
Vail Resorts
MTN
+$3.73M
5
SHW icon
Sherwin-Williams
SHW
+$3.68M

Sector Composition

1 Communication Services 24.45%
2 Consumer Discretionary 22.66%
3 Industrials 17.8%
4 Technology 16.17%
5 Financials 14.61%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.32M 0.74%
14,167
+834
27
$599K 0.34%
+12,000
28
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0
29
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0
30
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-57,500
31
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-145,000
32
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-105,000
33
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-220,000
34
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-371,761
35
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-90,000
36
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-120,000
37
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-55,000
38
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-167,000
39
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-115,000
40
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0
41
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-81,250
42
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-23,000
43
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-11,800
44
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-33,500
45
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-13,500
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