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
$118M
AUM Growth
-$93.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
26
New
Increased
Reduced
Closed

Top Buys

1 +$12.7M
2 +$6.03M
3 +$3.52M
4
CB icon
Chubb
CB
+$3.43M
5
AIG icon
American International
AIG
+$3.12M

Top Sells

1 +$16.5M
2 +$14.7M
3 +$12.5M
4
AAPL icon
Apple
AAPL
+$12.2M
5
META icon
Meta Platforms (Facebook)
META
+$10.3M

Sector Composition

1 Technology 25.83%
2 Consumer Discretionary 20.54%
3 Communication Services 17.89%
4 Healthcare 13.42%
5 Financials 11.59%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
26
-7,354