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
101
$518K 0.15%
8,726
-1,066
102
$508K 0.14%
3,350
-162
103
$504K 0.14%
6,246
+496
104
$499K 0.14%
+5,482
105
$499K 0.14%
1,517
+15
106
$494K 0.14%
1,262
+177
107
$490K 0.14%
+1,816
108
$489K 0.14%
4,128
-9,295
109
$488K 0.14%
2,819
+407
110
$488K 0.14%
3,908
+124
111
$475K 0.13%
+5,849
112
$470K 0.13%
13,698
+1,566
113
$461K 0.13%
4,061
+164
114
$425K 0.12%
8,074
+494
115
$418K 0.12%
2,499
+199
116
$415K 0.12%
11,400
+4,388
117
$412K 0.12%
2,412
-122
118
$409K 0.11%
+4,487
119
$408K 0.11%
1,006
+200
120
$401K 0.11%
845
-6
121
$401K 0.11%
+2,603
122
$375K 0.1%
2,311
+257
123
$356K 0.1%
+12,963
124
$355K 0.1%
5,016
+628
125
$346K 0.1%
592
+199
3 4
5
6 7