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

Top Buys

1
+$5M
2
+$1.83M
3
+$954K
4
CI icon
Cigna
CI
+$355K

Top Sells

1
+$678K
2
+$672K
3
+$662K
4
AAPL icon
Apple
AAPL
+$657K
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$542K

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 17.23%
194,961
+48,261
2
$12.5M 10.59%
140,082
+22,824
3
$12.4M 10.48%
51,527
-2,800
4
$9.47M 8.03%
72,912
-4,600
5
$8.74M 7.41%
99,082
-5,700
6
$8.28M 7.02%
22,075
+2,557
7
$7.63M 6.47%
90,792
-6,700
8
$7.34M 6.22%
22,142
+1,122
9
$4.97M 4.21%
99,378
10
$4.54M 3.85%
37,748
11
$4.28M 3.62%
153,088
12
$2.71M 2.3%
30,793
-8,600
13
$2.03M 1.72%
32,095
14
$2.01M 1.7%
39,194
15
$1.95M 1.66%
10,427
16
$1.92M 1.63%
8,717
17
$1.75M 1.49%
48,998
18
$1.58M 1.34%
53,460
19
$1.25M 1.06%
6,030
20
$1.12M 0.95%
27,089
21
$703K 0.6%
4,200
-300
22
$508K 0.43%
1,460
23
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