HWC

Hill Winds Capital Portfolio holdings

AUM $197M
1-Year Est. Return 22.14%
This Quarter Est. Return
1 Year Est. Return
-22.14%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$123M
AUM Growth
+$20.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
28
New
Increased
Reduced
Closed

Top Buys

1
+$6.18M
2
+$6.15M
3
+$5.36M
4
HST icon
Host Hotels & Resorts
HST
+$5.2M
5
SHO icon
Sunstone Hotel Investors
SHO
+$4.9M

Top Sells

1
+$8.69M
2
+$7.44M
3
+$4.76M
4
ESS icon
Essex Property Trust
ESS
+$4.66M
5
BRX icon
Brixmor Property Group
BRX
+$3.95M

Sector Composition

1 Real Estate 82.06%
2 Consumer Discretionary 7.05%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
– –
-19,000
27
– –
-100,000
28
– –
-30,000
1
2