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

Top Buys

1
+$5.13M
2
+$2.58M
3
+$1.28M
4
META icon
Meta Platforms (Facebook)
META
+$1.01M
5
AMZN icon
Amazon
AMZN
+$847K

Top Sells

1
+$1.93M
2
+$1.44M
3
+$531K
4
BABA icon
Alibaba
BABA
+$432K
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 12.48%
108,921
+1,500
2
$22.6M 11.62%
170,113
-4,000
3
$20.9M 10.77%
128,400
+5,200
4
$20.1M 10.37%
73,740
+3,700
5
$13.9M 7.16%
158,700
+5,000
6
$13.5M 6.93%
57,797
-1,857
7
$11.5M 5.93%
167,048
+37,500
8
$8.8M 4.53%
117,013
+500
9
$6.52M 3.36%
37,482
+7,350
10
$6.21M 3.2%
171,406
+1,900
11
$5.67M 2.92%
187,221
12
$5.37M 2.77%
87,092
13
$5.13M 2.64%
+33,923
14
$1.82M 0.94%
10,200
+1,200
15
$1.47M 0.76%
39,657
-52,088
16
$1.47M 0.76%
13,600
-100
17
$1.01M 0.52%
4,630
18
$724K 0.37%
5,700
19
$667K 0.34%
1,870
20
– –
-207,000
21
– –
-27,807