HCM
Highview Capital Management Portfolio holdings
AUM
$259M
1-Year Est. Return
22.93%
1 Year Est. Return
+22.93%
AUM
$239M
AUM Growth
-$21.5M
(-8.3%)
Holding
129
Top Buys
| 1 | +$5.12M | |
| 2 | +$1.65M | |
| 3 | +$1.63M | |
| 4 |
Take-Two Interactive
TTWO
|
+$1.5M |
| 5 |
Labcorp
LH
|
+$1.42M |
Top Sells
| 1 | +$4.04M | |
| 2 | +$3.18M | |
| 3 | +$2.7M | |
| 4 |
iShares S&P 500 Growth ETF
IVW
|
+$2.69M |
| 5 |
iShares Core S&P 500 ETF
IVV
|
+$1.76M |
Sector Composition
| 1 | Technology | 18.39% |
| 2 | Financials | 9.23% |
| 3 | Consumer Discretionary | 8.14% |
| 4 | Communication Services | 6.65% |
| 5 | Healthcare | 6.12% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
126
Vanguard Growth ETF
VUG
$197B
| – | – |
-713
|
|
||
127
Vanguard FTSE Emerging Markets ETF
VWO
$103B
| – | – |
-72,230
|
|
||
128
Energy Select Sector SPDR Fund
XLE
$26.1B
| – | – |
-13,707
|
|
||
129
Technology Select Sector SPDR Fund
XLK
$94.7B
| – | – |
-2,291
|
|