HMC

Higher Moment Capital Portfolio holdings

AUM $30.9M
1-Year Est. Return 2.74%
This Quarter Est. Return
1 Year Est. Return
+2.74%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$38.4M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4
New
Increased
Reduced
Closed

Top Buys

1 +$23M
2 +$10.9M
3 +$3.72M
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$798K

Top Sells

No sells this quarter

Sector Composition

Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1
$23M 59.88%
+201,211
2
$10.9M 28.36%
+115,542
3
$3.72M 9.68%
+146,179
4
$798K 2.08%
+7,500