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
$164M
AUM Growth
+$29.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
121
New
Increased
Reduced
Closed

Top Buys

1
+$17.4M
2
+$8.36M
3
+$4.04M
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$3.95M
5
GLD icon
SPDR Gold Trust
GLD
+$2.38M

Top Sells

1
+$10.8M
2
+$5.42M
3
+$3.38M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$2.94M
5
MSFT icon
Microsoft
MSFT
+$1.37M

Sector Composition

1 Technology 10.39%
2 Healthcare 9.42%
3 Financials 6.56%
4 Industrials 5.81%
5 Consumer Staples 4.89%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$17.4M 10.62%
+151,810
2
$11.6M 7.09%
30,320
+1,908
3
$9.3M 5.66%
334,439
+145,127
4
$8.36M 5.09%
+144,510
5
$6.32M 3.85%
130,635
+1,975
6
$5.68M 3.46%
43,719
-8,547
7
$3.95M 2.41%
+94,165
8
$3.78M 2.3%
8,539
+1,984
9
$3.65M 2.22%
9,546
-7,679
10
$3.57M 2.17%
14,893
-5,706
11
$3.46M 2.1%
16,643
-316
12
$3.18M 1.93%
8,683
+210
13
$2.5M 1.52%
23,992
+13,115
14
$2.38M 1.45%
+14,041
15
$2.2M 1.34%
4,146
+54
16
$2.05M 1.25%
11,590
+378
17
$2.05M 1.25%
3,715
-274
18
$2M 1.22%
4,376
-343
19
$1.92M 1.17%
26,697
+18,098
20
$1.92M 1.17%
13,715
+609
21
$1.88M 1.15%
10,424
+2,274
22
$1.8M 1.1%
4,205
23
$1.75M 1.07%
20,838
-6,191
24
$1.75M 1.06%
20,923
+326
25
$1.67M 1.02%
18,941
-6,159
1
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