HCM

Horiko Capital Management Portfolio holdings

AUM $422M
1-Year Est. Return 36.77%
This Quarter Est. Return
1 Year Est. Return
+36.77%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$422M
AUM Growth
+$39.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
23
New
Increased
Reduced
Closed

Top Buys

1
+$31.4M
2
+$3.59M
3
+$3.48M
4
AMZN icon
Amazon
AMZN
+$927K
5
TSM icon
TSMC
TSM
+$310K

Top Sells

1
+$19.6M
2
+$7.38M
3
+$6.96M
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$3.62M
5
SUB icon
iShares Short-Term National Muni Bond ETF
SUB
+$3.4M

Sector Composition

1 Technology 34.82%
2 Consumer Discretionary 28.47%
3 Communication Services 24.54%
4 Healthcare 8.45%
5 Financials 0.72%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
META icon
1
Meta Platforms (Facebook)
META
$1.68T
$49M 11.62%
66,548
-1,945
GOOGL icon
2
Alphabet (Google) Class A
GOOGL
$3.68T
$45.5M 10.79%
187,117
-14,864
AMZN icon
3
Amazon
AMZN
$2.45T
$42.7M 10.11%
193,682
+4,209
NVDA icon
4
NVIDIA
NVDA
$4.39T
$36.7M 8.7%
197,754
+19,317
MSFT icon
5
Microsoft
MSFT
$3.61T
$36.6M 8.68%
70,811
-1,265
MCK icon
6
McKesson
MCK
$102B
$35.6M 8.45%
46,281
-1,122
GM icon
7
General Motors
GM
$76.7B
$31.4M 7.44%
+514,387
AAPL icon
8
Apple
AAPL
$4.01T
$30.8M 7.31%
121,078
-4,649
DHI icon
9
D.R. Horton
DHI
$42.8B
$26.9M 6.38%
158,782
-4,015
MU icon
10
Micron Technology
MU
$299B
$22.9M 5.43%
137,565
-2,133
TSM icon
11
TSMC
TSM
$1.51T
$19.8M 4.69%
70,905
+1,110
MUB icon
12
iShares National Muni Bond ETF
MUB
$41.4B
$12.7M 3.01%
119,200
+32,650
LEN icon
13
Lennar Class A
LEN
$26.3B
$12M 2.85%
95,257
-1,428
NFLX icon
14
Netflix
NFLX
$404B
$8.96M 2.12%
74,570
-1,560
BABA icon
15
Alibaba
BABA
$360B
$7.1M 1.68%
39,644
-941
V icon
16
Visa
V
$671B
$2.38M 0.56%
6,981
MA icon
17
Mastercard
MA
$512B
$643K 0.15%
1,130
AIG icon
18
American International
AIG
$46.7B
– –
-229,163
CB icon
19
Chubb
CB
$123B
– –
-25,594
CI icon
20
Cigna
CI
$73.1B
– –
-21,135
SUB icon
21
iShares Short-Term National Muni Bond ETF
SUB
$10.1B
– –
-32,003
WDAY icon
22
Workday
WDAY
$57.6B
– –
-4,200
MRP
23
Millrose Properties Inc
MRP
$4.9B
– –
-15,732