HIM
Hanlon Investment Management Portfolio holdings
AUM
$139M
This Quarter Return
-7.93%
1 Year Return
+19.95%
3 Year Return
+55.56%
5 Year Return
+87.78%
10 Year Return
–
AUM
$51.6M
AUM Growth
+$51.6M
(-14%)
Cap. Flow
-$7.29M
Cap. Flow
% of AUM
-14.14%
Top 10 Holdings %
Top 10 Hldgs %
78.19%
Holding
38
New
3
Increased
7
Reduced
10
Closed
4
Top Buys
| 1 |
VanEck Intermediate Muni ETF
ITM
|
$5.03M |
| 2 |
iShares National Muni Bond ETF
MUB
|
$5.02M |
| 3 |
iShares MBS ETF
MBB
|
$5M |
| 4 |
iShares MSCI ACWI ETF
ACWI
|
$746K |
| 5 |
Vanguard FTSE Emerging Markets ETF
VWO
|
$150K |
Top Sells
Sector Composition
| 1 | Real Estate | 24.63% |
| 2 | Consumer Discretionary | 7.39% |
| 3 | Industrials | 5.23% |
| 4 | Communication Services | 0.96% |
| 5 | Healthcare | 0.82% |
