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
$338M
AUM Growth
+$8.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
177
New
Increased
Reduced
Closed

Top Buys

1 +$2.88M
2 +$2.45M
3 +$1.15M
4
CEG icon
Constellation Energy
CEG
+$823K
5
WLK icon
Westlake Corp
WLK
+$800K

Top Sells

1 +$2.44M
2 +$2.05M
3 +$1.56M
4
CELH icon
Celsius Holdings
CELH
+$1.06M
5
NVDA icon
NVIDIA
NVDA
+$819K

Sector Composition

1 Real Estate 21.89%
2 Technology 4.79%
3 Industrials 4.2%
4 Consumer Discretionary 4.16%
5 Communication Services 3.03%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
176
-5,521
177
-3,378