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
$128M
AUM Growth
+$11.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
27
New
Increased
Reduced
Closed

Top Buys

1
+$7.81M
2
+$883K
3
+$528K
4
RTN
Raytheon Company
RTN
+$201K
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$168K

Top Sells

1
+$5.38M
2
+$3.03M
3
+$1.01M
4
PSX icon
Phillips 66
PSX
+$573K
5
BAC icon
Bank of America
BAC
+$533K

Sector Composition

1 Technology 30.29%
2 Consumer Discretionary 16.74%
3 Financials 14.51%
4 Communication Services 14.07%
5 Industrials 12.76%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
– –
-14,750
27
– –
0
1
2