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
126
$346K 0.1%
12,376
-88
127
$343K 0.1%
+5,098
128
$340K 0.1%
4,734
+424
129
$338K 0.09%
5,568
-511
130
$330K 0.09%
2,000
-15
131
$329K 0.09%
1,333
+11
132
$302K 0.08%
10,059
+59
133
$299K 0.08%
+2,563
134
$290K 0.08%
2,711
-4
135
$288K 0.08%
2,691
-1
136
$283K 0.08%
1,503
+154
137
$280K 0.08%
5,390
138
$274K 0.08%
6,564
+587
139
$272K 0.08%
4,743
-3,161
140
$271K 0.08%
+13,741
141
$269K 0.08%
1,360
+180
142
$268K 0.08%
549
143
$259K 0.07%
+5,386
144
$258K 0.07%
9,908
145
$257K 0.07%
5,087
+290
146
$255K 0.07%
+5,679
147
$254K 0.07%
977
148
$254K 0.07%
+5,547
149
$252K 0.07%
284
+17
150
$250K 0.07%
+473
4 5
6
7 8