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
$95.3M
AUM Growth
+$8.73M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
7
New
Increased
Reduced
Closed

Top Buys

1
+$16.7M
2
+$7.77M
3
+$2.05M

Top Sells

1
+$6.84M
2
+$5.93M
3
+$3.23M
4
IWD icon
iShares Russell 1000 Value ETF
IWD
+$1.39M

Sector Composition

Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$30M 31.43%
274,530
-54,346
2
$27M 28.37%
228,662
+17,306
3
$16.7M 17.56%
+204,278
4
$11.4M 12%
124,800
+84,800
5
$10.1M 10.64%
101,280
-13,928
6
– –
-45,010
7
– –
-59,281