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
$86.6M
AUM Growth
+$12.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
7
New
Increased
Reduced
Closed

Top Buys

1
+$6.84M
2
+$5.97M
3
+$3.64M
4
IYR icon
iShares US Real Estate ETF
IYR
+$3.23M

Top Sells

1
+$4.64M
2
+$3.7M
3
+$90.8K

Sector Composition

Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$36M 41.57%
328,876
+54,541
2
$25.2M 29.12%
211,356
-31,051
3
$11.7M 13.48%
115,208
-897
4
$6.84M 7.9%
+59,281
5
$3.64M 4.2%
+40,000
6
$3.23M 3.73%
+45,010
7
– –
-177,497