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
51
$1.24M 0.37%
+3,112
52
$1.22M 0.36%
12,884
+1,734
53
$1.19M 0.36%
26,211
+5,070
54
$1.19M 0.35%
38,348
+256
55
$1.16M 0.35%
17,967
+2,638
56
$1.15M 0.34%
+8,138
57
$1.11M 0.33%
47,376
+4,110
58
$1.02M 0.3%
18,466
-9,133
59
$980K 0.29%
23,181
+3,724
60
$922K 0.27%
+20,456
61
$893K 0.27%
36,934
+8,545
62
$866K 0.26%
3,003
+69
63
$849K 0.25%
+17,411
64
$807K 0.24%
23,640
65
$797K 0.24%
7,760
+3,823
66
$788K 0.23%
16,229
-6,128
67
$749K 0.22%
9,045
+4,393
68
$743K 0.22%
15,658
+3,330
69
$703K 0.21%
4,483
+489
70
$701K 0.21%
13,646
+325
71
$657K 0.2%
+6,489
72
$603K 0.18%
+27,246
73
$602K 0.18%
+3,970
74
$593K 0.18%
6,556
-15,865
75
$585K 0.17%
7,815
+1,580
1 2
3
4 5