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

Top Buys

1 +$7.18M
2 +$935K
3 +$597K
4
RTN
Raytheon Company
RTN
+$209K
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$174K

Top Sells

1 +$5.38M
2 +$3.03M
3 +$1.01M
4
BAC icon
Bank of America
BAC
+$581K
5
PSX icon
Phillips 66
PSX
+$568K

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
-8,950