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
$357M
AUM Growth
+$19M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
194
New
Increased
Reduced
Closed

Top Buys

1
+$4.92M
2
+$2.15M
3
+$1.87M
4
NVDA icon
NVIDIA
NVDA
+$1.76M
5
GEV icon
GE Vernova
GEV
+$1.1M

Top Sells

1
+$5.96M
2
+$4.63M
3
+$2.87M
4
TIP icon
iShares TIPS Bond ETF
TIP
+$2.45M
5
SGOV icon
iShares 0-3 Month Treasury Bond ETF
SGOV
+$1.71M

Sector Composition

1 Real Estate 22.92%
2 Technology 5.03%
3 Consumer Discretionary 4.08%
4 Industrials 3.23%
5 Communication Services 2.94%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.36M 0.66%
19,746
27
$2.31M 0.65%
13,381
+31
28
$2.28M 0.64%
44,535
-3,435
29
$2.24M 0.63%
85,120
-5,063
30
$2.15M 0.6%
+28,126
31
$2.08M 0.58%
11,602
+252
32
$2.06M 0.58%
26,242
+388
33
$2.05M 0.57%
21,857
-774
34
$1.97M 0.55%
26,235
+346
35
$1.97M 0.55%
26,205
-128
36
$1.87M 0.52%
+16,520
37
$1.83M 0.51%
96,882
38
$1.79M 0.5%
27,452
-826
39
$1.75M 0.49%
76,781
-7,988
40
$1.75M 0.49%
4,055
-274
41
$1.72M 0.48%
6,075
+139
42
$1.59M 0.45%
8,069
-115
43
$1.56M 0.44%
9,754
-260
44
$1.48M 0.42%
5,706
-235
45
$1.44M 0.4%
4,817
-342
46
$1.42M 0.4%
14,465
+4,212
47
$1.37M 0.38%
4,859
-201
48
$1.37M 0.38%
18,226
-780
49
$1.37M 0.38%
1,763
-85
50
$1.35M 0.38%
5,342
+2,990
1
2
3 4 5