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
$1.07B
AUM Growth
-$88.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
128
New
Increased
Reduced
Closed

Top Buys

1
+$302M
2
+$41.5M
3
+$7.95M
4
AES icon
AES
AES
+$4.07M
5
PPL icon
PPL Corp
PPL
+$4.06M

Top Sells

1
+$46.8M
2
+$18.1M
3
+$17.4M
4
OKE icon
Oneok
OKE
+$10.5M
5
WRK
WestRock Company
WRK
+$9.57M

Sector Composition

1 Technology 4.46%
2 Utilities 3.79%
3 Real Estate 2.38%
4 Consumer Discretionary 0.74%
5 Financials 0.58%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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