HIM
Hanlon Investment Management Portfolio holdings
AUM
$139M
This Quarter Return
+1.47%
1 Year Return
+19.95%
3 Year Return
+55.56%
5 Year Return
+87.78%
10 Year Return
–
AUM
$344M
AUM Growth
+$344M
(+2.6%)
Cap. Flow
+$9.24M
Cap. Flow
% of AUM
2.69%
Top 10 Holdings %
Top 10 Hldgs %
55.33%
Holding
145
New
21
Increased
66
Reduced
26
Closed
17
Top Buys
| 1 |
VanEck Fallen Angel High Yield Bond ETF
ANGL
|
$10.3M |
| 2 |
iShares Core MSCI EAFE ETF
IEFA
|
$4.88M |
| 3 |
Vanguard Small-Cap ETF
VB
|
$3.44M |
| 4 |
Vanguard Mid-Cap ETF
VO
|
$3.4M |
| 5 |
iShares JPMorgan USD Emerging Markets Bond ETF
EMB
|
$2.97M |
Top Sells
| 1 |
iShares 0-3 Month Treasury Bond ETF
SGOV
|
$22.1M |
| 2 |
iShares 1-3 Year Treasury Bond ETF
SHY
|
$8.41M |
| 3 |
H&R Block
HRB
|
$1.83M |
| 4 |
MRO
Marathon Oil Corporation
MRO
|
$1.42M |
| 5 |
AbbVie
ABBV
|
$1.26M |
Sector Composition
| 1 | Real Estate | 23.86% |
| 2 | Industrials | 4.15% |
| 3 | Technology | 2.95% |
| 4 | Consumer Discretionary | 2.26% |
| 5 | Communication Services | 1.28% |
