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
$352M
AUM Growth
+$24.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
21
New
Increased
Reduced
Closed

Top Buys

1
+$1.99M
2
+$1.5M
3
+$1M
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$699K
5
MSFT icon
Microsoft
MSFT
+$567K

Top Sells

1
+$223K
2
+$203K

Sector Composition

1 Technology 29.04%
2 Communication Services 24.56%
3 Consumer Discretionary 23.88%
4 Healthcare 11.2%
5 Financials 7.44%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$41.8M 11.88%
82,268
+1,976
2
$40.2M 11.44%
206,938
+7,692
3
$39.2M 11.14%
214,203
+3,819
4
$39.1M 11.12%
87,210
+1,265
5
$32.1M 9.13%
54,774
-346
6
$27.7M 7.87%
130,975
+1,656
7
$25.1M 7.12%
177,705
+2,762
8
$22.4M 6.36%
169,910
+1,259
9
$17.6M 5%
236,569
+2,420
10
$15.6M 4.44%
107,832
+1,215
11
$13.6M 3.88%
130,383
12
$12M 3.42%
69,113
+11,450
13
$7.28M 2.07%
21,965
+32
14
$5.4M 1.54%
7,966
+112
15
$3.34M 0.95%
12,961
+301
16
$3.05M 0.87%
42,227
-3,095
17
$2.58M 0.73%
12,643
+174
18
$1.21M 0.34%
4,600
19
$961K 0.27%
4,300
+100
20
$943K 0.27%
21,761
21
$499K 0.14%
1,130