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
$73.8M
AUM Growth
+$35.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4
New
Increased
Reduced
Closed

Top Buys

1 +$28.8M
2 +$4.82M
3 +$819K
4
IWD icon
iShares Russell 1000 Value ETF
IWD
+$54.3K

Top Sells

No sells this quarter

Sector Composition

Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1
$29.6M 40.12%
274,335
+266,835
2
$28.3M 38.41%
242,407
+41,196
3
$11.2M 15.18%
116,105
+563
4
$4.64M 6.29%
177,497
+31,318