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
$331M
AUM Growth
-$13.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
153
New
Increased
Reduced
Closed

Top Buys

1 +$33M
2 +$8.62M
3 +$3.61M
4
CNX icon
CNX Resources
CNX
+$974K
5
TFLO icon
iShares Treasury Floating Rate Bond ETF
TFLO
+$919K

Top Sells

1 +$10.3M
2 +$6.72M
3 +$5.87M
4
VO icon
Vanguard Mid-Cap ETF
VO
+$3.4M
5
VB icon
Vanguard Small-Cap ETF
VB
+$3.2M

Sector Composition

1 Real Estate 23.33%
2 Industrials 3.77%
3 Technology 3.03%
4 Consumer Discretionary 2.25%
5 Healthcare 1.23%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
151
-600
152
-3,610
153
-15,452