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
$260M
AUM Growth
+$14.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
130
New
Increased
Reduced
Closed

Top Buys

1
+$4.23M
2
+$3.36M
3
+$2.58M
4
TSLA icon
Tesla
TSLA
+$1.89M
5
EEM icon
iShares MSCI Emerging Markets ETF
EEM
+$1.6M

Top Sells

1
+$5.28M
2
+$2.84M
3
+$2.01M
4
ADBE icon
Adobe
ADBE
+$1.8M
5
STZ icon
Constellation Brands
STZ
+$1.54M

Sector Composition

1 Technology 19.85%
2 Financials 8.92%
3 Consumer Discretionary 7.69%
4 Communication Services 6.29%
5 Healthcare 5.72%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
– –
-1,550
127
– –
-4,002
128
– –
-3,359
129
– –
-14,994
130
– –
-3,485
2 3 4 5
6