HCM

Highview Capital Management Portfolio holdings

AUM $259M
1-Year Est. Return 22.93%
This Quarter Est. Return
1 Year Est. Return
+22.93%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$164M
AUM Growth
+$29.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
121
New
Increased
Reduced
Closed

Top Buys

1
+$17.4M
2
+$8.36M
3
+$4.04M
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$3.95M
5
GLD icon
SPDR Gold Trust
GLD
+$2.38M

Top Sells

1
+$10.8M
2
+$5.42M
3
+$3.38M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$2.94M
5
MSFT icon
Microsoft
MSFT
+$1.37M

Sector Composition

1 Technology 10.39%
2 Healthcare 9.42%
3 Financials 6.56%
4 Industrials 5.81%
5 Consumer Staples 4.89%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$228K 0.14%
+1,507
102
$218K 0.13%
+4,216
103
$214K 0.13%
+4,560
104
$210K 0.13%
1,013
-3,718
105
$208K 0.13%
4,263
-495
106
$207K 0.13%
+3,034
107
– –
-13,485
108
– –
-1,128
109
– –
-60,374
110
– –
-3,126
111
– –
-56,428
112
– –
-13,520
113
– –
-26,160
114
– –
-5,895
115
– –
-16,471
116
– –
-5,532
117
– –
-9,762
118
– –
-1,230
119
– –
-1,156
120
– –
-18,066
121
– –
-5,700
1 2 3 4
5