HCM

Highview Capital Management Portfolio holdings

AUM $283M
1-Year Est. Return 28.31%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+28.31%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$130M
AUM Growth
-$25.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
110
New
Increased
Reduced
Closed

Top Buys

1
+$10.3M
2
+$1.13M
3
+$913K
4
T icon
AT&T
T
+$762K
5
GLD icon
SPDR Gold Trust
GLD
+$746K

Top Sells

1
+$1.53M
2
+$1.49M
3
+$1.25M
4
DUK icon
Duke Energy
DUK
+$1.22M
5
PLD icon
Prologis
PLD
+$1.16M

Sector Composition

1 Technology 16.86%
2 Healthcare 9.46%
3 Financials 7.63%
4 Industrials 6.19%
5 Consumer Staples 5.55%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
– –
-7,155
102
– –
-2,500
103
– –
-6,837
104
– –
-1,610
105
– –
-5,640
106
– –
-2,535
107
– –
-16,640
108
– –
-1,500
109
– –
-4,902
110
– –
-3,136
1 2 3 4
5