HIM
Hanlon Investment Management Portfolio holdings
AUM
$139M
This Quarter Return
-4.26%
1 Year Return
+19.95%
3 Year Return
+55.56%
5 Year Return
+87.78%
10 Year Return
–
AUM
$464M
AUM Growth
+$464M
(-10%)
Cap. Flow
-$28.4M
Cap. Flow
% of AUM
-6.12%
Top 10 Holdings %
Top 10 Hldgs %
46.71%
Holding
138
New
13
Increased
35
Reduced
39
Closed
26
Top Buys
| 1 |
iShares 1-3 Year Treasury Bond ETF
SHY
|
$8.15M |
| 2 |
iShares TIPS Bond ETF
TIP
|
$3.36M |
| 3 |
iShares Core S&P 500 ETF
IVV
|
$1.34M |
| 4 |
MRO
Marathon Oil Corporation
MRO
|
$1.33M |
| 5 |
Commercial Metals
CMC
|
$1.31M |
Top Sells
Sector Composition
| 1 | Real Estate | 17.41% |
| 2 | Industrials | 1.96% |
| 3 | Financials | 1.95% |
| 4 | Technology | 1.22% |
| 5 | Consumer Discretionary | 1.15% |
