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
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