HCM

Highview Capital Management Portfolio holdings

AUM $283M
1-Year Est. Return 28.31%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+28.31%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$259M
AUM Growth
+$20.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
123
New
Increased
Reduced
Closed

Top Buys

1
+$3.25M
2
+$2.57M
3
+$1.81M
4
CELH icon
Celsius Holdings
CELH
+$1.63M
5
XYL icon
Xylem
XYL
+$1.62M

Top Sells

1
+$7.54M
2
+$5.24M
3
+$4.87M
4
EAT icon
Brinker International
EAT
+$2.4M
5
SHOP icon
Shopify
SHOP
+$1.67M

Sector Composition

1 Technology 20.6%
2 Financials 9.68%
3 Consumer Discretionary 8.25%
4 Communication Services 6.4%
5 Industrials 5.54%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$15.2M 5.87%
24,509
-229
2
$13.8M 5.32%
22,292
+1,296
3
$13.2M 5.09%
212,475
+4,752
4
$12.1M 4.66%
211,624
+2,355
5
$10.6M 4.1%
51,806
+1,113
6
$10.6M 4.1%
21,345
+1,579
7
$8.61M 3.32%
54,499
+1,385
8
$8.56M 3.3%
46,825
+5,983
9
$7.3M 2.82%
20,549
+139
10
$6.77M 2.61%
61,533
+24,924
11
$6.73M 2.6%
30,682
+759
12
$5.91M 2.28%
21,434
+388
13
$4.67M 1.8%
8,240
+52
14
$4.65M 1.8%
4,701
-199
15
$4.52M 1.74%
5,793
+85
16
$4.4M 1.7%
24,962
-6,810
17
$4.33M 1.67%
89,771
-167,729
18
$3.94M 1.52%
13,601
+295
19
$3.66M 1.41%
29,646
+1,097
20
$3.43M 1.32%
+130,736
21
$3.18M 1.23%
4,307
-1,486
22
$3.11M 1.2%
11,662
+359
23
$2.94M 1.13%
27,614
24
$2.87M 1.11%
4,054
+80
25
$2.81M 1.09%
21,000
+290
1
2 3 4 5