HCM

Highview Capital Management Portfolio holdings

AUM $275M
1-Year Est. Return 30.09%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+30.09%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$272M
AUM Growth
+$12.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
119
New
Increased
Reduced
Closed

Top Buys

1
+$3.33M
2
+$2.29M
3
+$2.27M
4
NKE icon
Nike
NKE
+$1.82M
5
CAT icon
Caterpillar
CAT
+$1.5M

Top Sells

1
+$3.15M
2
+$2.85M
3
+$1.78M
4
FCX icon
Freeport-McMoran
FCX
+$1.48M
5
V icon
Visa
V
+$1.42M

Sector Composition

1 Technology 21.95%
2 Financials 9.49%
3 Consumer Discretionary 8.96%
4 Communication Services 7.16%
5 Industrials 5.83%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$814K 0.3%
2,290
77
$755K 0.28%
2,293
-411
78
$681K 0.25%
1,354
-40
79
$577K 0.21%
8,760
80
$463K 0.17%
3,413
81
$416K 0.15%
31,650
82
$405K 0.15%
1,643
83
$384K 0.14%
2,070
84
$381K 0.14%
2,500
85
$370K 0.14%
741
86
$368K 0.14%
10,541
87
$366K 0.13%
1,203
-4,567
88
$334K 0.12%
2,348
89
$317K 0.12%
5,777
90
$311K 0.11%
1,150
91
$310K 0.11%
2,312
+32
92
$308K 0.11%
+2,324
93
$278K 0.1%
3,684
-25
94
$278K 0.1%
760
95
$259K 0.1%
456
-130
96
$252K 0.09%
3,003
-200
97
$247K 0.09%
+259
98
$239K 0.09%
1,013
99
$238K 0.09%
250
100
$237K 0.09%
1,000
1 2 3
4
5