HCM

Horiko Capital Management Portfolio holdings

AUM $422M
1-Year Est. Return 36.77%
This Quarter Est. Return
1 Year Est. Return
+36.77%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$340M
AUM Growth
-$6.64M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
22
New
Increased
Reduced
Closed

Top Buys

1
+$1.62M
2
+$1.53M
3
+$1.46M
4
MSFT icon
Microsoft
MSFT
+$1.4M
5
AAPL icon
Apple
AAPL
+$1.13M

Top Sells

1
+$371K

Sector Composition

1 Technology 29.24%
2 Communication Services 23.81%
3 Consumer Discretionary 22.12%
4 Healthcare 11.75%
5 Financials 8.93%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$41.6M 12.25%
72,184
-644
2
$37.1M 10.92%
194,155
+7,637
3
$32.9M 9.68%
48,903
+2,282
4
$32M 9.43%
207,282
+6,418
5
$28.3M 8.32%
127,744
+5,100
6
$27.7M 8.17%
73,750
+3,713
7
$21.2M 6.25%
167,296
+7,941
8
$20.2M 5.96%
234,089
+7,714
9
$17.8M 5.25%
164,265
+14,872
10
$12.4M 3.66%
142,332
+5,995
11
$12M 3.54%
72,513
12
$11.4M 3.34%
99,087
+801
13
$9.13M 2.69%
86,550
14
$7.86M 2.32%
26,164
+1,379
15
$7.22M 2.13%
77,370
+4,250
16
$7.05M 2.08%
21,508
+1,130
17
$5.47M 1.61%
41,361
+2,664
18
$4.55M 1.34%
43,078
19
$1.61M 0.47%
4,600
20
$981K 0.29%
4,200
21
$619K 0.18%
1,130
22
$409K 0.12%
+15,409