HIM
Hanlon Investment Management Portfolio holdings
AUM
$139M
This Quarter Return
+3.15%
1 Year Return
+19.95%
3 Year Return
+55.56%
5 Year Return
+87.78%
10 Year Return
–
AUM
$1.1B
AUM Growth
+$1.1B
(+4.7%)
Cap. Flow
+$31.2M
Cap. Flow
% of AUM
2.83%
Top 10 Holdings %
Top 10 Hldgs %
81.97%
Holding
119
New
27
Increased
22
Reduced
13
Closed
46
Top Buys
Top Sells
| 1 |
iShares 1-3 Year Treasury Bond ETF
SHY
|
$142M |
| 2 |
SPDR Nuveen ICE High Yield Municipal Bond ETF
HYMB
|
$41.5M |
| 3 |
VanEck Intermediate Muni ETF
ITM
|
$41.5M |
| 4 |
VanEck High Yield Muni ETF
HYD
|
$39.2M |
| 5 |
GE Aerospace
GE
|
$8.67M |
Sector Composition
| 1 | Utilities | 4.32% |
| 2 | Consumer Staples | 4.11% |
| 3 | Industrials | 4% |
| 4 | Technology | 3.32% |
| 5 | Real Estate | 2.12% |
