HCM

HGI Capital Management Portfolio holdings

AUM $73.8M
1-Year Est. Return 5.74%
This Quarter Est. Return
1 Year Est. Return
+5.74%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$88M
AUM Growth
-$120M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
57
New
Increased
Reduced
Closed

Top Buys

1 +$4.71M
2 +$3.69M
3 +$3.15M
4
CBRE icon
CBRE Group
CBRE
+$2.43M
5
NMRK icon
Newmark Group
NMRK
+$2.18M

Top Sells

1 +$11.1M
2 +$10.7M
3 +$10.6M
4
OHI icon
Omega Healthcare
OHI
+$8.28M
5
EQR icon
Equity Residential
EQR
+$7.98M

Sector Composition

1 Real Estate 94.93%
2 Communication Services 4.06%
3 Financials 0.78%
4 Consumer Discretionary 0.23%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
-54,467
52
-153,565
53
-36,824
54
-171,986
55
-55,940
56
-200,994
57
-52,541