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
$109M
AUM Growth
-$8.78M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
23
New
Increased
Reduced
Closed

Top Buys

1
+$2.65M
2
+$2.43M
3
+$895K
4
BABA icon
Alibaba
BABA
+$649K
5
AAPL icon
Apple
AAPL
+$359K

Top Sells

1
+$1.59M
2
+$1.59M
3
+$1.37M
4
META icon
Meta Platforms (Facebook)
META
+$1.36M
5
DHI icon
D.R. Horton
DHI
+$714K

Sector Composition

1 Technology 26.58%
2 Consumer Discretionary 21.51%
3 Communication Services 16.2%
4 Healthcare 14.69%
5 Financials 7.23%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$15.1M 12.17%
146,700
+25,800
2
$12.7M 10.22%
54,327
+327
3
$11M 8.9%
97,492
-3,108
4
$10.7M 8.65%
77,512
+2,597
5
$10M 8.1%
104,782
+9,362
6
$7.9M 6.38%
117,258
-10,600
7
$6.63M 5.36%
19,518
+7,159
8
$5.83M 4.71%
21,020
-1,856
9
$5.12M 4.14%
37,748
-10,018
10
$4.98M 4.02%
99,378
-4,450
11
$3.58M 2.89%
153,088
-18,083
12
$3.15M 2.55%
39,393
+8,110
13
$1.7M 1.38%
39,194
14
$1.6M 1.29%
10,427
-10,397
15
$1.58M 1.28%
8,717
-8,728
16
$1.52M 1.23%
32,095
-28,887
17
$1.43M 1.15%
48,998
-5,932
18
$1.29M 1.04%
27,089
-2,736
19
$1.26M 1.02%
5,346
20
$1.07M 0.87%
6,030
-270
21
$685K 0.55%
4,500
22
$415K 0.34%
1,460
-950
23
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0