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
$41.5M
AUM Growth
-$26.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
6
New
Increased
Reduced
Closed

Top Buys

1
+$139K

Top Sells

1
+$13M
2
+$7.71M
3
+$2.78M
4
VNQ icon
Vanguard Real Estate ETF
VNQ
+$1.61M

Sector Composition

Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$26.8M 64.54%
246,096
-70,866
2
$12.7M 30.54%
155,873
+1,711
3
$2.04M 4.93%
20,646
4
– –
-35,010
5
– –
-107,067
6
– –
-19,102