HIM
Hanlon Investment Management Portfolio holdings
AUM
$139M
This Quarter Return
+3.75%
1 Year Return
+19.95%
3 Year Return
+55.56%
5 Year Return
+87.78%
10 Year Return
–
AUM
$456M
AUM Growth
+$456M
(-3.4%)
Cap. Flow
-$25.9M
Cap. Flow
% of AUM
-5.68%
Top 10 Holdings %
Top 10 Hldgs %
44.73%
Holding
148
New
30
Increased
46
Reduced
35
Closed
19
Top Buys
| 1 |
iShares 1-3 Year Treasury Bond ETF
SHY
|
$5.68M |
| 2 |
Energy Select Sector SPDR Fund
XLE
|
$2.5M |
| 3 |
VanEck High Yield Muni ETF
HYD
|
$1.51M |
| 4 |
SPDR Blackstone Senior Loan ETF
SRLN
|
$1.49M |
| 5 |
Vanguard FTSE Developed Markets ETF
VEA
|
$1.31M |
Top Sells
Sector Composition
| 1 | Real Estate | 15.77% |
| 2 | Industrials | 2.53% |
| 3 | Consumer Discretionary | 1.64% |
| 4 | Technology | 1.31% |
| 5 | Financials | 1.14% |
