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
51
$1.47M 0.36%
61,288
+8,272
52
$1.38M 0.33%
34,075
+12,239
53
$1.29M 0.31%
57,476
+4,425
54
$1.28M 0.31%
28,079
+1,461
55
$1.27M 0.31%
7,775
+399
56
$1.26M 0.31%
24,405
+3,501
57
$1.25M 0.31%
+2,443
58
$1.25M 0.3%
24,603
+11,221
59
$1.22M 0.3%
+25,196
60
$1.17M 0.29%
+9,365
61
$1.14M 0.28%
6,722
+351
62
$1.14M 0.28%
+24,103
63
$1.11M 0.27%
33,433
+2,086
64
$1.07M 0.26%
24,588
+2,243
65
$1.01M 0.25%
19,722
+1,252
66
$985K 0.24%
17,750
+1,239
67
$981K 0.24%
22,122
+1,599
68
$954K 0.23%
+27,736
69
$946K 0.23%
46,297
+20,715
70
$890K 0.22%
16,974
+1,906
71
$847K 0.21%
+14,167
72
$840K 0.2%
20,014
+890
73
$822K 0.2%
23,640
74
$750K 0.18%
2,921
-34
75
$649K 0.16%
11,255
+1,497
1 2
3
4 5