HCM

Highview Capital Management Portfolio holdings

AUM $259M
1-Year Est. Return 22.93%
This Quarter Est. Return
1 Year Est. Return
+22.93%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$130M
AUM Growth
-$25.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
110
New
Increased
Reduced
Closed

Top Buys

1
+$10.3M
2
+$1.14M
3
+$801K
4
GLD icon
SPDR Gold Trust
GLD
+$719K
5
DOMO icon
Domo
DOMO
+$691K

Top Sells

1
+$1.49M
2
+$1.49M
3
+$1.22M
4
PLD icon
Prologis
PLD
+$1.16M
5
QQQ icon
Invesco QQQ Trust
QQQ
+$1.13M

Sector Composition

1 Technology 16.86%
2 Healthcare 9.46%
3 Financials 7.63%
4 Industrials 6.19%
5 Consumer Staples 5.55%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.37M 1.05%
11,037
+3,904
27
$1.34M 1.03%
12,280
-100
28
$1.32M 1.02%
3,526
+185
29
$1.3M 1%
7,783
+502
30
$1.28M 0.99%
84,790
-2,650
31
$1.27M 0.98%
16,885
-103
32
$1.24M 0.95%
11,392
+690
33
$1.18M 0.91%
4,783
+370
34
$1.14M 0.87%
+10,877
35
$1.11M 0.85%
22,780
-30
36
$1.09M 0.84%
26,982
+492
37
$1.05M 0.81%
13,209
+2,824
38
$1.05M 0.81%
10,926
-756
39
$1.04M 0.8%
6,157
+4,269
40
$1.01M 0.78%
12,270
+396
41
$960K 0.74%
13,292
-11,781
42
$953K 0.73%
4,468
+193
43
$937K 0.72%
6,532
44
$925K 0.71%
5,320
+3,765
45
$918K 0.71%
8,064
-2,956
46
$911K 0.7%
7,135
47
$889K 0.68%
16,067
-488
48
$824K 0.63%
3,003
+59
49
$801K 0.62%
+38,213
50
$788K 0.61%
8,289
+264
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