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
$164M
AUM Growth
+$29.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
121
New
Increased
Reduced
Closed

Top Buys

1
+$17.4M
2
+$8.36M
3
+$4.04M
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$3.95M
5
GLD icon
SPDR Gold Trust
GLD
+$2.38M

Top Sells

1
+$10.8M
2
+$5.42M
3
+$3.38M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$2.94M
5
MSFT icon
Microsoft
MSFT
+$1.37M

Sector Composition

1 Technology 10.39%
2 Healthcare 9.42%
3 Financials 6.56%
4 Industrials 5.81%
5 Consumer Staples 4.89%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.6M 0.97%
12,770
+6,812
27
$1.58M 0.96%
18,855
+413
28
$1.42M 0.86%
5,375
+225
29
$1.36M 0.83%
4,700
+54
30
$1.32M 0.81%
+41,071
31
$1.32M 0.81%
3,307
-416
32
$1.3M 0.79%
+10,008
33
$1.24M 0.75%
+4,982
34
$1.23M 0.75%
5,737
+147
35
$1.23M 0.75%
3,700
+99
36
$1.18M 0.72%
24,960
+15,609
37
$1.18M 0.72%
22,066
+515
38
$1.15M 0.7%
15,939
+474
39
$1.15M 0.7%
+6,383
40
$1.14M 0.69%
+4,741
41
$1.11M 0.68%
+15,783
42
$1.09M 0.66%
8,115
-4,339
43
$1.09M 0.66%
18,569
+11,341
44
$1.08M 0.66%
10,697
+304
45
$1.07M 0.65%
+3,191
46
$1.06M 0.64%
6,568
+177
47
$1.05M 0.64%
9,477
+312
48
$1.05M 0.64%
+8,448
49
$1,000K 0.61%
1,411
-96
50
$998K 0.61%
3,749
-650
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