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
$130M
AUM Growth
-$25.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
110
New
Increased
Reduced
Closed

Top Buys

1
+$10.3M
2
+$1.14M
3
+$801K
4
GLD icon
SPDR Gold Trust
GLD
+$719K
5
DOMO icon
Domo
DOMO
+$691K

Top Sells

1
+$1.49M
2
+$1.49M
3
+$1.22M
4
PLD icon
Prologis
PLD
+$1.16M
5
QQQ icon
Invesco QQQ Trust
QQQ
+$1.13M

Sector Composition

1 Technology 16.86%
2 Healthcare 9.46%
3 Financials 7.63%
4 Industrials 6.19%
5 Consumer Staples 5.55%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$10.4M 7.99%
27,402
+210
2
$10.3M 7.88%
+123,810
3
$6.85M 5.27%
50,125
-6,403
4
$6.74M 5.18%
17,869
+508
5
$5.56M 4.27%
122,815
+4,345
6
$5.19M 3.99%
20,203
-679
7
$4.05M 3.11%
64,835
+1,169
8
$3.29M 2.53%
16,688
+74
9
$2.76M 2.12%
26,020
+180
10
$2.73M 2.1%
35,789
-9,000
11
$2.66M 2.04%
6,431
+265
12
$2.66M 2.04%
24,380
-1,660
13
$2.52M 1.93%
7,761
-515
14
$2.13M 1.63%
4,434
+106
15
$2.08M 1.6%
11,712
+259
16
$2M 1.54%
3,690
+23
17
$1.97M 1.51%
3,832
+126
18
$1.74M 1.33%
12,905
+3,087
19
$1.72M 1.32%
6,139
-4,039
20
$1.57M 1.2%
896
-17
21
$1.55M 1.19%
20,027
+4,346
22
$1.48M 1.14%
4,955
-550
23
$1.47M 1.13%
13,014
-150
24
$1.42M 1.09%
2,329
+45
25
$1.4M 1.07%
6,817
+1,519
1
2 3 4 5