HCM Multi-Asset Plus Fund Investor Class Shares (HCMKX)

HCMKX Holdings Information

HCMKX is a mutual fund with a total of 12 individual holdings.

• Total Holdings: 12
• Top 10 Percentage: 99.27%
• Asset Class: n/a
• Fund Category: Allocation--50% to 70% Equity
• Assets: 805.26M
• Forward PE Ratio: 24.22

Top 25 Holdings

As of Feb 28, 2026

Filter results

No.	Symbol	Name	% Weight	Shares
1	AGG	iShares Core U.S. Aggregate Bond ETF	22.31%	1,732,889
2	QLD	ProShares Ultra QQQ	19.56%	2,265,618
3	QQQ	Invesco QQQ Trust Series I	17.10%	221,689
4	SSO	ProShares Ultra S&P 500	11.42%	1,550,200
5	GRNY	Fundstrat Granny Shots US Large Cap ETF	9.26%	2,922,900
6	BND	Vanguard Total Bond Market ETF	6.31%	661,100
7	SPXL	Direxion Daily S&P 500 Bull 3X ETF	6.20%	222,150
8	SOXX	iShares Semiconductor ETF	2.92%	65,200
9	SMH	VanEck Semiconductor ETF	2.91%	56,300
10	MSFT	Microsoft Corporation	1.29%	25,950
11	n/a	Hcm Bbh Sweep	0.83%	6,518,639
12	n/a	Cash	-0.10%	n/a