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
$259M
AUM Growth
+$20.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
123
New
Increased
Reduced
Closed

Top Buys

1
+$3.25M
2
+$2.57M
3
+$1.81M
4
CELH icon
Celsius Holdings
CELH
+$1.63M
5
XYL icon
Xylem
XYL
+$1.62M

Top Sells

1
+$7.54M
2
+$5.24M
3
+$4.87M
4
EAT icon
Brinker International
EAT
+$2.4M
5
SHOP icon
Shopify
SHOP
+$1.67M

Sector Composition

1 Technology 20.6%
2 Financials 9.68%
3 Consumer Discretionary 8.25%
4 Communication Services 6.4%
5 Industrials 5.54%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$260K 0.1%
1,250
102
$258K 0.1%
760
103
$257K 0.1%
3,709
-65
104
$233K 0.09%
1,013
105
$223K 0.09%
2,446
-350
106
$217K 0.08%
2,775
-5,250
107
– –
-4,244
108
– –
-20,634
109
– –
-524
110
– –
-5,776
111
– –
-6,246
112
– –
-43,661
113
– –
-16,128
114
– –
-6,591
115
– –
-95,104
116
– –
-1,249
117
– –
-6,084
118
– –
-886
119
– –
-16,831
120
– –
-6,586
121
– –
-4,486
122
– –
-17,491
123
– –
-4,735
1 2 3 4
5