HCM

Horiko Capital Management Portfolio holdings

AUM $454M
1-Year Est. Return 47.16%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+47.16%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$108M
AUM Growth
+$21.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
27
New
Increased
Reduced
Closed

Top Buys

1
+$3.68M
2
+$1.78M
3
+$1.39M
4
MSFT icon
Microsoft
MSFT
+$1.31M
5
JPM icon
JPMorgan Chase
JPM
+$536K

Top Sells

1
+$1.55M
2
+$336K
3
+$256K
4
PRF icon
Invesco FTSE RAFI US 1000 ETF
PRF
+$71.7K

Sector Composition

1 Technology 39.61%
2 Communication Services 14.42%
3 Financials 14.21%
4 Industrials 7.92%
5 Consumer Discretionary 7.24%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
– –
-13,200
27
– –
-97,356
1
2