HCM

Horiko Capital Management Portfolio holdings

AUM $383M
1-Year Est. Return 23.03%
This Quarter Est. Return
1 Year Est. Return
+23.03%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$116M
AUM Growth
-$514K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
27
New
Increased
Reduced
Closed

Top Buys

1
+$9.45M
2
+$4.75M
3
+$4.33M
4
AMZN icon
Amazon
AMZN
+$590K

Top Sells

1
+$10.4M
2
+$8.27M
3
+$2.02M
4
AAPL icon
Apple
AAPL
+$1.95M

Sector Composition

1 Technology 28.56%
2 Communication Services 17.42%
3 Consumer Discretionary 15.18%
4 Financials 14.36%
5 Industrials 8.55%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$17.6M 13.32%
126,738
2
$9.96M 7.53%
55,927
+24,300
3
$9.45M 7.14%
+56,500
4
$9.09M 6.87%
162,260
-34,800
5
$8.2M 6.2%
94,520
+6,800
6
$6.37M 4.82%
92,256
7
$6.1M 4.61%
209,026
8
$5.38M 4.07%
187,648
-70,550
9
$4.92M 3.72%
80,580
10
$4.75M 3.59%
+88,000
11
$4.3M 3.25%
100,275
12
$4.19M 3.17%
47,374
13
$3.96M 3%
28,999
14
$3.72M 2.81%
34,900
15
$3.61M 2.73%
35,245
16
$3.03M 2.29%
47,849
17
$2.83M 2.14%
69,882
18
$2.32M 1.75%
43,200
19
$2.21M 1.67%
84,247
20
$1.53M 1.16%
13,400
21
$1.01M 0.76%
8,950
22
$796K 0.6%
4,630
23
$612K 0.46%
5,200
24
$348K 0.26%
14,750
25
– –
-253,578
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