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
$135M
AUM Growth
+$4.72M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
104
New
Increased
Reduced
Closed

Top Buys

1
+$5.73M
2
+$5.49M
3
+$1.34M
4
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$1.06M
5
CI icon
Cigna
CI
+$1.01M

Top Sells

1
+$1.98M
2
+$1.04M
3
+$960K
4
NVDA icon
NVIDIA
NVDA
+$927K
5
PAYX icon
Paychex
PAYX
+$918K

Sector Composition

1 Technology 14.73%
2 Healthcare 10.47%
3 Financials 6.52%
4 Consumer Discretionary 5.63%
5 Industrials 5.39%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
– –
-13,292
102
– –
-24,861
103
– –
-3,925
104
– –
-840
1 2 3 4
5