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
126
-153,907
127
-61,225
128
-560,610