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
$172M
AUM Growth
+$19.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
21
New
Increased
Reduced
Closed

Top Buys

1
+$4.49M
2
+$2.73M
3
+$1.22M
4
META icon
Meta Platforms (Facebook)
META
+$1.01M
5
AMZN icon
Amazon
AMZN
+$830K

Top Sells

1
+$1.81M
2
+$1.44M
3
+$516K
4
AAPL icon
Apple
AAPL
+$481K
5
SUB icon
iShares Short-Term National Muni Bond ETF
SUB
+$10.8K

Sector Composition

1 Technology 33.26%
2 Consumer Discretionary 26.74%
3 Communication Services 22.83%
4 Financials 11.46%
5 Healthcare 3.8%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$24.2M 14.12%
108,921
+1,500
2
$22.6M 13.16%
170,113
-4,000
3
$20.9M 12.19%
128,400
+5,200
4
$20.1M 11.74%
73,740
+3,700
5
$13.9M 8.11%
158,700
+5,000
6
$13.5M 7.84%
57,797
-1,857
7
$11.5M 6.71%
167,048
+37,500
8
$8.8M 5.13%
117,013
+500
9
$6.52M 3.8%
37,482
+7,350
10
$6.21M 3.62%
171,406
+1,900
11
$5.67M 3.31%
187,221
12
$5.37M 3.13%
87,092
13
$5.13M 2.99%
+33,923
14
$1.82M 1.06%
10,200
+1,200
15
$1.47M 0.86%
39,657
-52,088
16
$1.47M 0.86%
13,600
-100
17
$1.01M 0.59%
4,630
18
$724K 0.42%
5,700
19
$667K 0.39%
1,870
20
– –
-207,000
21
– –
-27,807