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

Top Buys

1
+$12.6M
2
+$5.89M
3
+$3.62M
4
CB icon
Chubb
CB
+$3.59M
5
AIG icon
American International
AIG
+$3.54M

Top Sells

1
+$17.9M
2
+$15.5M
3
+$14.7M
4
AAPL icon
Apple
AAPL
+$13.5M
5
META icon
Meta Platforms (Facebook)
META
+$12.3M

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
– –
-110,200
1
2