HCM
Highview Capital Management Portfolio holdings
AUM
$259M
This Quarter Return
+6.66%
1 Year Return
+22.93%
3 Year Return
+80.55%
5 Year Return
–
10 Year Return
–
AUM
$164M
AUM Growth
+$164M
(+22%)
Cap. Flow
+$22.9M
Cap. Flow
% of AUM
13.94%
Top 10 Holdings %
Top 10 Hldgs %
44.86%
Holding
121
New
25
Increased
30
Reduced
31
Closed
15
Top Buys
| 1 |
iShares 3-7 Year Treasury Bond ETF
IEI
|
$17.4M |
| 2 |
Vanguard Short-Term Treasury ETF
VGSH
|
$8.36M |
| 3 |
Invesco DB US Dollar Index Bullish Fund
UUP
|
$4.04M |
| 4 |
Vanguard FTSE Developed Markets ETF
VEA
|
$3.95M |
| 5 |
SPDR Gold Trust
GLD
|
$2.38M |
Top Sells
| 1 |
iShares 1-3 Year Treasury Bond ETF
SHY
|
$10.8M |
| 2 |
iShares 7-10 Year Treasury Bond ETF
IEF
|
$5.42M |
| 3 |
iShares MSCI EAFE ETF
EFA
|
$3.38M |
| 4 |
SPDR S&P 500 ETF Trust
SPY
|
$2.94M |
| 5 |
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% |
