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
51
$691K 0.53%
+24,861
52
$676K 0.52%
5,692
+1,026
53
$653K 0.5%
2,353
-785
54
$652K 0.5%
7,150
-423
55
$649K 0.5%
3,750
-218
56
$645K 0.5%
3,106
57
$613K 0.47%
16,977
+58
58
$585K 0.45%
9,696
-49
59
$583K 0.45%
5,222
+500
60
$574K 0.44%
2,339
61
$560K 0.43%
11,078
+1,297
62
$544K 0.42%
1,991
+40
63
$497K 0.38%
3,236
-174
64
$473K 0.36%
1,100
+30
65
$473K 0.36%
9,025
66
$455K 0.35%
3,870
67
$438K 0.34%
6,792
-415
68
$425K 0.33%
12,924
-45,314
69
$401K 0.31%
1,156
+70
70
$381K 0.29%
2,179
+27
71
$380K 0.29%
15,983
72
$353K 0.27%
3,925
-4,472
73
$341K 0.26%
1,148
-905
74
$341K 0.26%
2,411
-817
75
$331K 0.25%
2,006
-1,611
1 2
3
4 5