HCM

HGI Capital Management Portfolio holdings

AUM $36.4M
1-Year Est. Return 4.49%
This Quarter Est. Return
1 Year Est. Return
-4.49%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$88.5M
AUM Growth
-$86.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
74
New
Increased
Reduced
Closed

Top Buys

1
+$7.58M
2
+$5.66M
3
+$4.76M
4
PSA icon
Public Storage
PSA
+$4.52M
5
PSB
PS Business Parks, Inc.
PSB
+$3.88M

Top Sells

1
+$8.36M
2
+$8.05M
3
+$7.6M
4
CXP
COLUMBIA PROPERTY TRUST, INC.
CXP
+$7.57M
5
FNF icon
Fidelity National Financial
FNF
+$6.68M

Sector Composition

1 Real Estate 72.64%
2 Financials 9.52%
3 Consumer Discretionary 9.5%
4 Communication Services 4.74%
5 Technology 2.18%
Name Market Value Portfolio Weight Shares or Principal Change
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