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
$335M
AUM Growth
+$43.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
155
New
Increased
Reduced
Closed

Top Buys

1
+$36.6M
2
+$8.41M
3
+$1.59M
4
IPG icon
Interpublic Group of Companies
IPG
+$1.49M
5
STLD icon
Steel Dynamics
STLD
+$1.46M

Top Sells

1
+$2.8M
2
+$2.72M
3
+$2.7M
4
VB icon
Vanguard Small-Cap ETF
VB
+$2.23M
5
EEM icon
iShares MSCI Emerging Markets ETF
EEM
+$2.16M

Sector Composition

1 Real Estate 26.29%
2 Industrials 4.64%
3 Consumer Discretionary 2.98%
4 Technology 2.23%
5 Communication Services 2.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.06M 0.62%
27,966
-9,576
27
$2.06M 0.62%
26,914
-2,986
28
$1.83M 0.54%
51,778
+801
29
$1.82M 0.54%
19,746
30
$1.82M 0.54%
27,182
31
$1.71M 0.51%
35,069
-302
32
$1.7M 0.51%
10,220
-35
33
$1.66M 0.49%
4,825
+122
34
$1.63M 0.49%
8,513
-6
35
$1.59M 0.47%
+12,570
36
$1.57M 0.47%
28,471
+1,006
37
$1.54M 0.46%
9,362
+3
38
$1.49M 0.44%
+40,049
39
$1.46M 0.44%
+12,912
40
$1.45M 0.43%
7,117
-3,726
41
$1.42M 0.42%
59,377
-1,267
42
$1.41M 0.42%
6,690
-119
43
$1.4M 0.42%
+11,244
44
$1.33M 0.4%
8,178
-57
45
$1.29M 0.39%
1,876
-23
46
$1.29M 0.38%
+7,009
47
$1.27M 0.38%
+19,790
48
$1.26M 0.38%
7,932
-58
49
$1.25M 0.37%
13,317
+4,297
50
$1.25M 0.37%
5,396
-21
1
2
3 4 5