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
$335M
AUM Growth
+$43.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
155
New
Increased
Reduced
Closed

Top Buys

1
+$36.6M
2
+$8.41M
3
+$1.59M
4
IPG icon
Interpublic Group of Companies
IPG
+$1.49M
5
STLD icon
Steel Dynamics
STLD
+$1.46M

Top Sells

1
+$2.8M
2
+$2.72M
3
+$2.7M
4
VB icon
Vanguard Small-Cap ETF
VB
+$2.23M
5
EEM icon
iShares MSCI Emerging Markets ETF
EEM
+$2.16M

Sector Composition

1 Real Estate 26.29%
2 Industrials 4.64%
3 Consumer Discretionary 2.98%
4 Technology 2.23%
5 Communication Services 2.02%
Name Market Value Portfolio Weight Shares or Principal Change
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