HWC

Hill Winds Capital Portfolio holdings

AUM $197M
1-Year Est. Return 22.14%
This Fund
S&P 500
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
+$5.98M
2
+$5.85M
3
+$5.14M
4
HST icon
Host Hotels & Resorts
HST
+$5.08M
5
SHO icon
Sunstone Hotel Investors
SHO
+$4.89M

Top Sells

1
+$7.27M
2
+$7.19M
3
+$4.66M
4
BDN
Brandywine Realty Trust
BDN
+$4.53M
5
HIW icon
Highwoods Properties
HIW
+$3.87M

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