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
$81.1M
AUM Growth
+$38.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
5
New
Increased
Reduced
Closed

Top Buys

1 +$14.5M
2 +$8.78M
3 +$7.26M
4
VNQ icon
Vanguard Real Estate ETF
VNQ
+$3.4M
5
IYR icon
iShares US Real Estate ETF
IYR
+$3.06M

Top Sells

No sells this quarter

Sector Composition

Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1
$31.4M 38.71%
283,444
+79,256
2
$18.7M 22.99%
225,280
+87,641
3
$14.5M 17.84%
+121,843
4
$8.56M 10.55%
109,942
+39,336
5
$8.04M 9.91%
95,957
+40,559