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
51
$996K 0.61%
11,229
-3,166
52
$994K 0.61%
+12,493
53
$992K 0.6%
6,532
54
$987K 0.6%
17,660
-5,280
55
$972K 0.59%
394
+264
56
$924K 0.56%
+6,483
57
$907K 0.55%
450
58
$836K 0.51%
11,980
-2,532
59
$814K 0.5%
6,142
-4,776
60
$802K 0.49%
5,528
+3,812
61
$762K 0.46%
4,855
+2,792
62
$735K 0.45%
6,885
-250
63
$699K 0.43%
3,318
+212
64
$662K 0.4%
3,750
65
$654K 0.4%
3,892
-3,111
66
$637K 0.39%
+6,207
67
$614K 0.37%
+10,920
68
$611K 0.37%
9,502
+2,745
69
$602K 0.37%
+3,798
70
$599K 0.36%
8,025
71
$579K 0.35%
2,168
-185
72
$576K 0.35%
2,339
73
$565K 0.34%
+14,340
74
$512K 0.31%
3,098
-138
75
$496K 0.3%
+4,700
1 2
3
4 5