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
76
$486K 0.3%
5,123
-3,825
77
$480K 0.29%
1,553
-578
78
$477K 0.29%
980
-219
79
$467K 0.28%
3,870
80
$429K 0.26%
1,248
81
$422K 0.26%
2,119
82
$392K 0.24%
+8,162
83
$357K 0.22%
1,490
84
$338K 0.21%
3,076
85
$319K 0.19%
4,486
86
$311K 0.19%
3,775
87
$307K 0.19%
1,167
88
$298K 0.18%
2,000
89
$293K 0.18%
12,171
-3,812
90
$292K 0.18%
1,675
91
$290K 0.18%
2,500
92
$283K 0.17%
7,950
-400
93
$275K 0.17%
+2,712
94
$273K 0.17%
3,361
-133,328
95
$270K 0.16%
776
96
$259K 0.16%
1,956
-50
97
$257K 0.16%
4,500
98
$243K 0.15%
13,190
-27,453
99
$238K 0.15%
7,656
100
$232K 0.14%
1,595
-245
1 2 3
4
5