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Higher Moment Capital, LLC

Portfolio Profile

CIK: 0001599471 | Cambridge, MA

$30.9K
AUM
5
Positions
100%
Top 10 Conc.
100%
Top 25 Conc.

Top Holdings

#SecuritySharesValue% of Portfolio
1Ishares TR(AGG)104,887$11.2K36.14%
2Vanguard BD Index FD Inc(BND)129,789$10.3K33.27%
3Vanguard Index FDS(VNQ)67,377$5.0K16.26%
4Ishares TR(IYR)39,068$2.9K9.47%
5Ishares TR(IWD)13,516$1.5K4.86%

Sector Allocation

Latest filing, equity positions only

Unclassified100% · $30.9K

Sector Rotation

Quarter-over-quarter weight changes

SectorPrev %Curr %Change
Unclassified100%100%0%

Cap Size Rotation

Quarter-over-quarter weight changes by market cap

Cap SizePrev %Curr %Change
Unclassified100%

AUM History

$81.1K | 5 pos.
$110.5K | 5 pos.
$88.0K | 3 pos.
$37.6K | 3 pos.
$52.6K | 6 pos.
$74.7K | 5 pos.
100%
0%
$90.3K | 6 pos.
$530.4K | 9 pos.
$26.6K | 4 pos.
$431.5K | 5 pos.
$72.2K | 6 pos.
$30.9K | 5 pos.
Q1
16
Q2
16
Q3
16
Q4
16
Q1
17
Q2
17
Q3
17
Q4
17
Q1
18
Q2
18
Q3
18
Q4
18

Recent Activity

Quarter-over-quarter position changes

1
New
2
Closed
2
Increased
2
Decreased
0
Unchanged