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
$118M
AUM Growth
+$8.74M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
23
New
Increased
Reduced
Closed

Top Buys

1
+$5.03M
2
+$2.03M
3
+$959K
4
CI icon
Cigna
CI
+$372K

Top Sells

1
+$758K
2
+$671K
3
+$598K
4
AMZN icon
Amazon
AMZN
+$563K
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$503K

Sector Composition

1 Technology 23.31%
2 Consumer Discretionary 20.84%
3 Healthcare 16.86%
4 Communication Services 13.55%
5 Financials 8.2%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$20.3M 15.69%
194,961
+48,261
2
$12.5M 9.64%
140,082
+22,824
3
$12.4M 9.54%
51,527
-2,800
4
$9.47M 7.31%
72,912
-4,600
5
$8.74M 6.75%
99,082
-5,700
6
$8.28M 6.39%
22,075
+2,557
7
$7.63M 5.89%
90,792
-6,700
8
$7.34M 5.66%
22,142
+1,122
9
$4.97M 3.83%
99,378
10
$4.54M 3.51%
37,748
11
$4.28M 3.3%
153,088
12
$2.71M 2.09%
30,793
-8,600
13
$2.03M 1.57%
32,095
14
$2.01M 1.55%
39,194
15
$1.95M 1.51%
10,427
16
$1.92M 1.48%
8,717
17
$1.75M 1.35%
48,998
18
$1.58M 1.22%
5,346
19
$1.25M 0.97%
6,030
20
$1.12M 0.87%
27,089
21
$703K 0.54%
4,200
-300
22
$508K 0.39%
1,460
23
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0