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
$272M
AUM Growth
+$12.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
119
New
Increased
Reduced
Closed

Top Buys

1
+$3.33M
2
+$2.29M
3
+$2.27M
4
NKE icon
Nike
NKE
+$1.82M
5
CAT icon
Caterpillar
CAT
+$1.5M

Top Sells

1
+$3.15M
2
+$2.85M
3
+$1.78M
4
FCX icon
Freeport-McMoran
FCX
+$1.48M
5
V icon
Visa
V
+$1.42M

Sector Composition

1 Technology 21.95%
2 Financials 9.49%
3 Consumer Discretionary 8.96%
4 Communication Services 7.16%
5 Industrials 5.83%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$235K 0.09%
3,500
102
$233K 0.09%
1,268
+18
103
$224K 0.08%
2,336
-110
104
$223K 0.08%
+886
105
$216K 0.08%
2,775
106
$201K 0.07%
+3,900
107
– –
-10,635
108
– –
-34,192
109
– –
-3,195
110
– –
-2,625
111
– –
-214
112
– –
-8,631
113
– –
-13,331
114
– –
-4,371
115
– –
-5,885
116
– –
-2,387
117
– –
-3,899
118
– –
-750
119
– –
-10,260
1 2 3 4
5