HGIM

High Ground Investment Management Portfolio holdings

AUM $477M
1-Year Est. Return 14.11%
This Quarter Est. Return
1 Year Est. Return
-14.11%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$103M
AUM Growth
-$3.23M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
5
New
Increased
Reduced
Closed

Top Buys

1
+$3.3M
2
+$2.45M
3
+$1.38M

Top Sells

1
+$4.35M

Sector Composition

1 Healthcare 78.16%
2 Financials 11.96%
3 Communication Services 9.89%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$46.6M 45.34%
95,938
+6,803
2
$26.8M 26.09%
58,275
+3,000
3
$12.3M 11.96%
40,128
+8,000
4
$10.2M 9.89%
70,110
-30,000
5
$6.91M 6.72%
109,271