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
$69.6M
AUM Growth
+$56.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
37
New
Increased
Reduced
Closed

Top Buys

1
+$4.18M
2
+$3.85M
3
+$3.75M
4
EGP icon
EastGroup Properties
EGP
+$3.74M
5
BXP icon
Boston Properties
BXP
+$3.62M

Top Sells

1
+$1.41M
2
+$1.32M
3
+$1.15M
4
HIW icon
Highwoods Properties
HIW
+$921K
5
CUZ icon
Cousins Properties
CUZ
+$820K

Sector Composition

1 Real Estate 90.32%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$627K 0.9%
+18,000
27
$612K 0.88%
+100,000
28
$591K 0.85%
+12,396
29
$487K 0.7%
+3,000
30
– –
-21,400
31
– –
-26,000
32
– –
-12,000
33
– –
-23,736
34
– –
-28,000
35
– –
-17,500
36
– –
-12,500
37
– –
-27,500
1
2