HCM
Highview Capital Management Portfolio holdings
AUM
$259M
This Quarter Return
+10.38%
1 Year Return
+22.93%
3 Year Return
+80.55%
5 Year Return
–
10 Year Return
–
AUM
$222M
AUM Growth
+$222M
(+18%)
Cap. Flow
+$27.2M
Cap. Flow
% of AUM
12.25%
Top 10 Holdings %
Top 10 Hldgs %
37.77%
Holding
120
New
19
Increased
47
Reduced
33
Closed
6
Top Buys
| 1 |
iShares Core S&P Mid-Cap ETF
IJH
|
$8.09M |
| 2 |
Vanguard FTSE Developed Markets ETF
VEA
|
$3.05M |
| 3 |
iShares MSCI Emerging Markets ex China ETF
EMXC
|
$2.59M |
| 4 |
Global X Uranium ETF
URA
|
$2.28M |
| 5 |
Micron Technology
MU
|
$2.12M |
Top Sells
| 1 |
iShares 3-7 Year Treasury Bond ETF
IEI
|
$9.26M |
| 2 |
Vanguard Short-Term Treasury ETF
VGSH
|
$1.33M |
| 3 |
Palo Alto Networks
PANW
|
$1.2M |
| 4 |
Aflac
AFL
|
$1.01M |
| 5 |
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% |
