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
51
$1.3M 0.58%
1,554
+99
52
$1.28M 0.58%
4,538
+346
53
$1.27M 0.57%
1,664
+76
54
$1.25M 0.56%
18,280
+7,245
55
$1.23M 0.55%
4,738
+299
56
$1.21M 0.54%
14,680
+6,491
57
$1.19M 0.54%
2,803
+248
58
$1.16M 0.52%
6,332
-200
59
$1.16M 0.52%
+31,163
60
$1.1M 0.49%
1,803
+74
61
$1.08M 0.49%
5,252
-162
62
$1.07M 0.48%
8,437
+6,636
63
$1.04M 0.47%
+6,808
64
$1.04M 0.47%
+3,571
65
$1.02M 0.46%
6,000
-50
66
$941K 0.42%
+1,347
67
$935K 0.42%
1,961
+185
68
$925K 0.42%
+5,865
69
$924K 0.42%
+5,076
70
$897K 0.4%
4,800
-10
71
$894K 0.4%
8,311
72
$874K 0.39%
6,152
-8,474
73
$829K 0.37%
5,243
+51
74
$800K 0.36%
+2,047
75
$791K 0.36%
+2,062
1 2
3
4 5