HCM
HGI Capital Management Portfolio holdings
AUM
$73.8M
This Quarter Return
+6.2%
1 Year Return
+5.74%
3 Year Return
+26.79%
5 Year Return
+53%
10 Year Return
–
AUM
$107M
AUM Growth
+$107M
(+15%)
Cap. Flow
+$10.7M
Cap. Flow
% of AUM
10.05%
Top 10 Holdings %
Top 10 Hldgs %
77.21%
Holding
47
New
4
Increased
7
Reduced
7
Closed
28
Top Buys
| 1 |
ELME
Elme Communities
ELME
|
$23.3M |
| 2 |
Americold
COLD
|
$4.57M |
| 3 |
VRE
Veris Residential
VRE
|
$3.29M |
| 4 |
Realty Income
O
|
$2.26M |
| 5 |
AHH
Armada Hoffler Properties
AHH
|
$1.92M |
Top Sells
| 1 |
Alexandria Real Estate Equities
ARE
|
$4.18M |
| 2 |
Omega Healthcare
OHI
|
$3.4M |
| 3 |
AIRC
Apartment Income REIT Corp.
AIRC
|
$2.36M |
| 4 |
UDR
UDR
|
$1.59M |
| 5 |
Healthcare Realty
HR
|
$1.43M |
Sector Composition
| 1 | Real Estate | 100% |
| 2 | Consumer Discretionary | 0% |
| 3 | Industrials | 0% |
