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
$117M
AUM Growth
+$8.94M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
24
New
Increased
Reduced
Closed

Top Buys

1
+$5.1M
2
+$523K
3
+$212K

Top Sells

1
+$508K
2
+$492K
3
+$481K
4
AABA
Altaba Inc
AABA
+$476K
5
MSFT icon
Microsoft
MSFT
+$184K

Sector Composition

1 Technology 36.96%
2 Communication Services 14.34%
3 Financials 14.1%
4 Industrials 11.82%
5 Consumer Discretionary 7.11%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$17M 14.53%
126,738
-1,450
2
$10.4M 8.9%
149,944
-6,800
3
$9.75M 8.35%
197,060
-10,100
4
$8.3M 7.11%
87,720
5
$8.27M 7.08%
253,578
+157,860
6
$6.46M 5.53%
92,256
7
$6.29M 5.38%
258,198
8
$6.1M 5.23%
31,627
9
$6.06M 5.19%
209,026
10
$4.36M 3.74%
80,580
11
$4.15M 3.55%
47,374
-6,000
12
$3.9M 3.34%
28,999
13
$3.87M 3.31%
100,275
14
$3.72M 3.18%
34,900
+2,000
15
$3.3M 2.82%
35,245
16
$3.23M 2.77%
47,849
17
$2.56M 2.2%
69,882
-1,100
18
$2.29M 1.96%
43,200
19
$2.17M 1.86%
84,247
+16,770
20
$1.51M 1.3%
13,400
-4,300
21
$1.4M 1.2%
8,950
22
$804K 0.69%
4,630
23
$581K 0.5%
5,200
24
$344K 0.29%
14,750