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
$156M
AUM Growth
+$1.38M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
125
New
Increased
Reduced
Closed

Top Buys

1
+$3.55M
2
+$1.44M
3
+$1.35M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$1.18M
5
TMUS icon
T-Mobile US
TMUS
+$1.17M

Top Sells

1
+$6.99M
2
+$2.02M
3
+$1.54M
4
ROK icon
Rockwell Automation
ROK
+$1.53M
5
DHI icon
D.R. Horton
DHI
+$1.24M

Sector Composition

1 Technology 20.19%
2 Healthcare 8.56%
3 Financials 7.97%
4 Industrials 6.91%
5 Consumer Discretionary 6.53%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$260K 0.17%
+127
102
$247K 0.16%
+1,559
103
$226K 0.15%
2,500
-1,250
104
$221K 0.14%
1,610
-1,000
105
$216K 0.14%
1,413
106
$206K 0.13%
+1,263
107
– –
-21,725
108
– –
-2,000
109
– –
-5,540
110
– –
-2,595
111
– –
-8,098
112
– –
-2,500
113
– –
-4,380
114
– –
-983
115
– –
-6,975
116
– –
-5,548
117
– –
-4,070
118
– –
-15,643
119
– –
-23,056
120
– –
-3,936
121
– –
-8,741
122
– –
-4,569
123
– –
-11,434
124
– –
-5,997
125
– –
-1,257
1 2 3 4
5