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
$239M
AUM Growth
+$42.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
21
New
Increased
Reduced
Closed

Top Buys

1
+$9.59M
2
+$7.86M
3
+$3.93M
4
META icon
Meta Platforms (Facebook)
META
+$2.52M
5
MU icon
Micron Technology
MU
+$2.49M

Top Sells

1
+$3.02M
2
+$2.91M
3
+$2.17M
4
C icon
Citigroup
C
+$1.84M
5
JPM icon
JPMorgan Chase
JPM
+$644K

Sector Composition

1 Communication Services 33.49%
2 Technology 30.17%
3 Consumer Discretionary 26.66%
4 Financials 5.14%
5 Healthcare 2.61%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$36.9M 15.44%
136,062
+15,473
2
$36M 15.09%
103,560
+7,863
3
$35.1M 14.7%
204,060
+47,320
4
$33.8M 14.14%
276,460
+82,120
5
$20M 8.38%
146,084
-2,571
6
$17.2M 7.21%
190,424
+10,500
7
$11.6M 4.86%
136,556
+29,466
8
$11.3M 4.74%
49,935
-13,088
9
$10.2M 4.27%
63,171
-919
10
$6.23M 2.61%
32,589
-2,164
11
$4.61M 1.93%
150,400
+92,000
12
$3.55M 1.49%
77,955
-64,226
13
$3.06M 1.28%
74,219
-52,878
14
$3.06M 1.28%
43,240
-24,854
15
$2.15M 0.9%
+3,679
16
$1.47M 0.62%
6,300
+1,670
17
$1.39M 0.58%
5,800
18
$880K 0.37%
2,410
+540
19
$249K 0.1%
1,600
-4,100
20
– –
-1,700
21
– –
0