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
51
$1.34M 0.38%
3,459
-283
52
$1.31M 0.37%
26,384
+947
53
$1.3M 0.36%
6,972
+1,050
54
$1.22M 0.34%
50,699
-1,212
55
$1.21M 0.34%
11,910
+3,315
56
$1.18M 0.33%
2,064
+152
57
$1.15M 0.32%
2,499
+74
58
$1.14M 0.32%
1,098
-67
59
$1.14M 0.32%
19,803
+13,007
60
$1.11M 0.31%
17,195
+560
61
$1.1M 0.31%
+4,317
62
$1.06M 0.3%
7,162
+4
63
$1.06M 0.3%
11,057
+2,037
64
$1.05M 0.3%
4,949
+269
65
$995K 0.28%
9,239
-764
66
$933K 0.26%
480
-2
67
$930K 0.26%
652
-57
68
$883K 0.25%
12,574
-1,084
69
$876K 0.25%
+7,935
70
$841K 0.24%
1,465
+1,000
71
$811K 0.23%
7,255
+178
72
$793K 0.22%
5,857
-167
73
$777K 0.22%
+7,498
74
$765K 0.21%
3,390
-25
75
$753K 0.21%
+4,767
1 2
3
4 5