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
$222M
AUM Growth
+$34.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
120
New
Increased
Reduced
Closed

Top Buys

1
+$3.05M
2
+$2.59M
3
+$2.28M
4
MU icon
Micron Technology
MU
+$2.12M
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$1.82M

Top Sells

1
+$9.26M
2
+$1.33M
3
+$1.2M
4
AFL icon
Aflac
AFL
+$1.01M
5
USMV icon
iShares MSCI USA Min Vol Factor ETF
USMV
+$683K

Sector Composition

1 Technology 16.62%
2 Financials 7.34%
3 Consumer Discretionary 7.02%
4 Healthcare 6.87%
5 Communication Services 5.87%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$301K 0.14%
4,486
102
$297K 0.13%
+3,855
103
$285K 0.13%
2,505
-641
104
$258K 0.12%
5,946
+250
105
$257K 0.12%
3,500
106
$255K 0.11%
1,037
-55
107
$254K 0.11%
250
108
$248K 0.11%
5,802
109
$247K 0.11%
3,864
-724
110
$237K 0.11%
3,463
-800
111
$236K 0.11%
+1,329
112
$226K 0.1%
+314
113
$226K 0.1%
886
-329
114
$218K 0.1%
1,250
-214
115
– –
-12,261
116
– –
-79,043
117
– –
-5,391
118
– –
-1,507
119
– –
-1,052
120
– –
-7,545
1 2 3 4
5