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
$181M
AUM Growth
+$29.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
77
New
Increased
Reduced
Closed

Top Buys

1 +$4.24M
2 +$3.99M
3 +$3.79M
4
EPR icon
EPR Properties
EPR
+$3.63M
5
SRC
SPIRIT REALTY CAPITAL, INC.
SRC
+$3.48M

Top Sells

1 +$7.28M
2 +$6.31M
3 +$4.77M
4
STOR
STORE Capital Corporation
STOR
+$3.37M
5
MAA icon
Mid-America Apartment Communities
MAA
+$2.98M

Sector Composition

1 Real Estate 64.64%
2 Consumer Discretionary 12.53%
3 Financials 9.32%
4 Communication Services 2.7%
5 Technology 0.89%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
-73,654
77
-100,638