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
$266M
AUM Growth
-$145M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
131
New
Increased
Reduced
Closed

Top Buys

1 +$3.5M
2 +$3.27M
3 +$2.26M
4
VTV icon
Vanguard Value ETF
VTV
+$2.17M
5
LLY icon
Eli Lilly
LLY
+$1.49M

Sector Composition

1 Real Estate 28.63%
2 Industrials 2.74%
3 Consumer Discretionary 2.35%
4 Healthcare 2.13%
5 Energy 2.13%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
126
-299,244
127
-82,714
128
-87,125
129
-61,588
130
-102,604
131
-64,354