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
$222M
AUM Growth
+$34.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
120
New
Increased
Reduced
Closed

Top Buys

1
+$3.05M
2
+$2.59M
3
+$2.28M
4
MU icon
Micron Technology
MU
+$2.12M
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$1.82M

Top Sells

1
+$9.26M
2
+$1.33M
3
+$1.2M
4
AFL icon
Aflac
AFL
+$1.01M
5
USMV icon
iShares MSCI USA Min Vol Factor ETF
USMV
+$683K

Sector Composition

1 Technology 16.62%
2 Financials 7.34%
3 Consumer Discretionary 7.02%
4 Healthcare 6.87%
5 Communication Services 5.87%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$14.5M 6.5%
27,506
+241
2
$11.1M 5%
21,242
+3,487
3
$9.84M 4.43%
162,041
+17,691
4
$8.37M 3.77%
48,834
+1,605
5
$8.26M 3.71%
164,564
+60,857
6
$7.53M 3.39%
36,607
-669
7
$7.22M 3.25%
124,360
-22,920
8
$7.09M 3.19%
16,844
+571
9
$5.06M 2.28%
6,509
-201
10
$5.03M 2.26%
18,020
+650
11
$4.6M 2.07%
79,927
+44,937
12
$4.52M 2.03%
8,118
13
$4.4M 1.98%
24,378
+1,227
14
$4.38M 1.97%
151,828
+79,229
15
$3.96M 1.78%
24,095
+1,247
16
$3.93M 1.77%
112,702
+1,072
17
$3.88M 1.74%
25,704
+2,727
18
$3.82M 1.72%
42,270
+880
19
$3.29M 1.48%
24,860
+200
20
$3.29M 1.48%
4,494
-96
21
$3.17M 1.43%
30,313
-400
22
$2.78M 1.25%
33,223
-8,173
23
$2.68M 1.21%
5,525
+147
24
$2.53M 1.14%
15,475
+524
25
$2.51M 1.13%
12,159
+776
1
2 3 4 5