HM
Higher Moment Aurora Fund, LP Historical SEC 13F Holdings & Archive (Q3 2017)
Higher Moment Aurora Fund, LPCIK: 0001537176
Quality / disciplined sizingLong-term holderConcentrated strategy
Total reported value
$90.3M
Reporting period: 2017-09-30 · Number of holdings: 6
Higher Moment Aurora Fund, LP disclosed 6 holdings in its latest 13F filing for the period ending 2017-09-30, with total reported value of $90.3M and a quarterly turnover rate of 0.0%.
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Personality snowflake
- Concentration
- 79.77
- Portfolio Stability
- 0
- Momentum
- 50
- Sector conviction
- 0
- Diversification
- 12
- Sizing Uniformity
- 95.14
Sector classification currently covers about 0% of this portfolio's disclosed value; the remainder includes holdings (e.g. unmapped tickers, options, or other security types) not yet covered by our sector mapping.
Source and citation information
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Recent moves
View source Form 13F filing on SEC.govNo holding changes this quarter
Holdings Map
New buyAddUnchangedTrim
Top 10 holdings by weight
Full holdings list this quarter
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 27.22% | — | — | — |
| 2 | BND | Vanguard Total Bond Market | ETF-Other | 25.55% | — | — | — |
| 3 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-Corp Bonds | 16.48% | — | — | — |
| 4 | IWD | Ishares Russell 1000 Value E | ETF-Other | 13.27% | — | — | — |
| 5 | IWF | Ishares Russell 1000 Growth | ETF-Other | 8.79% | — | — | — |
| 6 | TIP | Ishares Tips Bond ETF | ETF-Other | 8.69% | — | — | — |
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Data Source Notice: AlphaSMO is the web's most authoritative 13F / Inside Trader database. Institutional holdings and insider trades presented here are precisely computed to deliver accurate portfolio reporting.
Reported value over time
Not enough data yet to compute personality scores
Sector allocation
Not enough sector-mapped data yet
Sector allocation over time
Not enough sector-mapped data yet
Quarterly history
Holding changes this quarter
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|
Filing History
FAQ
What is Higher Moment Aurora Fund, LP and what type of investor is it?
Higher Moment Aurora Fund, LP is an investment manager that files SEC Form 13F quarterly, disclosing its U.S. public equity holdings to regulators. As of the most recent reporting period (2017-09-30), the firm manages a tracked equity portfolio valued at approximately $90.3M, spread across 6 disclosed positions.
What are Higher Moment Aurora Fund, LP's largest equity positions?
Based on the latest 13F filing, Higher Moment Aurora Fund, LP's top holdings by market value are:
1. Ishares Core U.s. Aggregate (AGG) — $24.6M (27.2%)
2. Vanguard Total Bond Market (BND) — $23.1M (25.6%)
3. Ishr Ibx Usd Invgd Cb Etf-ui (LQD) — $14.9M (16.5%)
4. Ishares Russell 1000 Value E (IWD) — $12.0M (13.3%)
5. Ishares Russell 1000 Growth (IWF) — $7.9M (8.8%)
What changes did Higher Moment Aurora Fund, LP make in its most recent portfolio filing?
No notable portfolio changes were recorded for Higher Moment Aurora Fund, LP in the most recent quarter. Holdings appear to have remained relatively stable.
What sectors does Higher Moment Aurora Fund, LP focus on?
Sector breakdown data is not yet available for Higher Moment Aurora Fund, LP. Check back after the next 13F processing cycle.
Investment Profile
Higher Moment Aurora Fund, LP's portfolio is concentrated and long-term-holding.
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Developer Access
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