HCMLX Mutual Fund

HCMLX Mutual Fund

NAV$20.26
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Showing the top 10 of 10 holdings · as of Mar 31, 2026
Top 10 weight
100.13%
HCMLX top 10 holdings, by weight
#TickerNameWeightCumulativeSharesMkt valueSectorIndustry
1
AGG
Ishares Core U.s. AggregateFinancials · Capital Markets
23.07%		23.1%1,732,889$172.02MFinancialsCapital Markets
2
QQQ
Invesco Qqq TrusFinancials · Capital Markets
17.16%		40.2%221,689$127.95MFinancialsCapital Markets
Sector and industry · Pro
3DebtIshares 0-3 Month Treasury Bond ETF
16.13%		56.4%1,194,450$120.23M
4DebtSpdr Bloomberg 1-3 Month T-Bill Etf
16.13%		72.5%1,311,950$120.23M
5
GRNY
Fundstrat Granny Shots Us Large Cap Etf
9.36%		81.8%2,922,900$69.77M
6DebtVanguard Total Bond Market ETF
6.53%		88.4%661,100$48.68M
7DebtFi Trs Rec Hlend 5.45
4.69%		93.1%-$34.93M
8
SMH
Vaneck Semiconductor Etf
2.90%		96.0%56,300$21.59M
9
SOXX
Ishares Phlx Semicon Ductor ETF
2.87%		98.8%65,200$21.43M
10
MSFT
Microsoft Corp
1.29%		100.1%25,950$9.61M
Themes in the top 10
Interest RatesArtificial IntelligenceCloud ComputingSemiconductorsNetworking InfrastructureCybersecurityInflation ProtectionETF ProvidersInvestment TechnologyAsset ManagementData & Analytics

HCMLX Mutual Fund Top Holdings

HCMLX holdings top 10 positions. The top 10 holdings account for 100.1% of the fund, led by Ishares Core U.s. Aggregate at 23.1%, Invesco Qqq Trus at 17.2%, Ishares 0-3 Month Treasury Bond ETF at 16.1%.

HCMLX portfolio concentration is relatively high, with the top 10 representing 100.1% of total assets. The largest sector exposure is Financials at 81.9%.

HCMLX sectors provide a detailed breakdown. HCMLX overlap shows how holdings compare to other funds in your portfolio.