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
76
$767K 0.34%
8,025
77
$766K 0.34%
3,250
78
$701K 0.32%
+13,596
79
$697K 0.31%
1,623
-849
80
$662K 0.3%
1,490
-63
81
$661K 0.3%
3,779
+387
82
$602K 0.27%
1,431
-119
83
$569K 0.26%
1,643
-125
84
$561K 0.25%
966
-189
85
$478K 0.21%
1,659
-966
86
$477K 0.21%
3,870
87
$477K 0.21%
3,226
88
$437K 0.2%
+5,076
89
$430K 0.19%
+7,874
90
$428K 0.19%
5,855
91
$412K 0.19%
3,775
92
$406K 0.18%
1,502
-162
93
$374K 0.17%
1,020
-240
94
$367K 0.17%
2,500
95
$346K 0.16%
12,171
96
$339K 0.15%
1,203
-1,876
97
$333K 0.15%
1,105
-20
98
$326K 0.15%
1,820
99
$309K 0.14%
3,384
+350
100
$305K 0.14%
634
-61
1 2 3
4
5