HIM

Hanlon Investment Management Portfolio holdings

AUM $139M
1-Year Est. Return 19.95%
This Quarter Est. Return
1 Year Est. Return
+19.95%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$411M
AUM Growth
-$52.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
131
New
Increased
Reduced
Closed

Top Buys

1
+$9.6M
2
+$8.43M
3
+$3.15M
4
HRB icon
H&R Block
HRB
+$1.64M
5
UNH icon
UnitedHealth
UNH
+$1.25M

Top Sells

1
+$11.6M
2
+$11.1M
3
+$4.49M
4
VUG icon
Vanguard Growth ETF
VUG
+$2.58M
5
ODFL icon
Old Dominion Freight Line
ODFL
+$1.84M

Sector Composition

1 Real Estate 19.16%
2 Industrials 1.93%
3 Financials 1.36%
4 Consumer Discretionary 1.32%
5 Energy 1.28%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$4.18M 1.02%
23,749
-2,559
27
$3.9M 0.95%
74,000
28
$3.76M 0.92%
9,928
+318
29
$3.49M 0.85%
48,834
+2,342
30
$3.1M 0.75%
27,406
+9,961
31
$3M 0.73%
42,746
+1,357
32
$2.9M 0.7%
38,473
+8,488
33
$2.73M 0.66%
32,569
+354
34
$2.68M 0.65%
56,112
-11,248
35
$2.54M 0.62%
61,588
-108
36
$2.47M 0.6%
30,224
37
$2.24M 0.54%
16,384
+1,452
38
$2.17M 0.53%
46,351
+6,853
39
$2.16M 0.52%
43,237
-19,983
40
$2.12M 0.52%
25,320
-288
41
$2.04M 0.49%
25,540
-3,242
42
$1.98M 0.48%
25,450
-4,556
43
$1.96M 0.48%
10,376
+1,335
44
$1.91M 0.46%
83,206
+30,269
45
$1.78M 0.43%
201,457
46
$1.75M 0.42%
31,681
+3,242
47
$1.69M 0.41%
19,746
48
$1.64M 0.4%
+46,467
49
$1.6M 0.39%
27,182
-197,034
50
$1.55M 0.38%
27,394
+2,679
1
2
3 4 5