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
$116M
AUM Growth
-$514K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
27
New
Increased
Reduced
Closed

Top Buys

1
+$9.71M
2
+$4.62M
3
+$4.6M
4
AMZN icon
Amazon
AMZN
+$631K

Top Sells

1
+$10.4M
2
+$8.27M
3
+$1.92M
4
AAPL icon
Apple
AAPL
+$1.82M

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 15.15%
126,738
2
$9.96M 8.56%
55,927
+24,300
3
$9.45M 8.12%
+56,500
4
$9.09M 7.81%
162,260
-34,800
5
$8.2M 7.05%
94,520
+6,800
6
$6.37M 5.48%
92,256
7
$6.1M 5.24%
209,026
8
$5.38M 4.63%
187,648
-70,550
9
$4.92M 4.23%
80,580
10
$4.75M 4.09%
+88,000
11
$4.3M 3.69%
100,275
12
$4.19M 3.6%
47,374
13
$3.96M 3.41%
28,999
14
$3.72M 3.2%
34,900
15
$3.61M 3.1%
35,245
16
$3.03M 2.61%
47,849
17
$2.83M 2.43%
69,882
18
$2.32M 1.99%
43,200
19
$2.21M 1.9%
84,247
20
$1.53M 1.31%
13,400
21
$1.01M 0.87%
8,950
22
$796K 0.68%
4,630
23
$612K 0.53%
5,200
24
$348K 0.3%
14,750
25
– –
-149,944
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