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
$222M
AUM Growth
+$34.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
120
New
Increased
Reduced
Closed

Top Buys

1
+$3.05M
2
+$2.59M
3
+$2.28M
4
MU icon
Micron Technology
MU
+$2.12M
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$1.82M

Top Sells

1
+$9.26M
2
+$1.33M
3
+$1.2M
4
AFL icon
Aflac
AFL
+$1.01M
5
USMV icon
iShares MSCI USA Min Vol Factor ETF
USMV
+$683K

Sector Composition

1 Technology 16.62%
2 Financials 7.34%
3 Consumer Discretionary 7.02%
4 Healthcare 6.87%
5 Communication Services 5.87%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.27M 1.02%
5,425
+346
27
$2.2M 0.99%
21,660
+5,855
28
$2.12M 0.95%
+17,946
29
$2.04M 0.92%
10,188
-1,250
30
$1.95M 0.88%
9,072
+279
31
$1.94M 0.87%
3,926
+63
32
$1.9M 0.86%
31,624
+1,396
33
$1.9M 0.85%
603
+35
34
$1.78M 0.8%
7,705
+588
35
$1.75M 0.79%
5,610
+430
36
$1.74M 0.78%
3,456
+465
37
$1.64M 0.74%
36,173
+1,880
38
$1.61M 0.72%
24,757
+14,613
39
$1.6M 0.72%
+5,896
40
$1.6M 0.72%
18,924
-19
41
$1.54M 0.69%
3,393
-414
42
$1.54M 0.69%
+11,085
43
$1.51M 0.68%
3,685
+180
44
$1.5M 0.68%
+31,949
45
$1.47M 0.66%
9,625
-1,184
46
$1.43M 0.64%
+11,049
47
$1.41M 0.64%
390
-20
48
$1.41M 0.63%
8,186
+221
49
$1.41M 0.63%
9,479
+5,209
50
$1.38M 0.62%
2,566
+184
1
2
3 4 5