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HIM

Hanlon Investment Management Portfolio holdings

AUM $181M
1-Year Est. Return 27.95%
This Fund
S&P 500
This Quarter Est. Return
+2.74%
1 Year Est. Return
+27.95%
3 Year Est. Return
+57.48%
5 Year Est. Return
+68.05%
10 Year Est. Return
AUM
$229M
AUM Growth
-$570M
Cap. Flow
-$574M
Cap. Flow %
-250.51%
Top 10 Hldgs %
90.07%
Holding
136
New
3
Increased
13
Reduced
9
Closed
111
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
XLF icon
1
State Street Financial Select Sector SPDR ETF
XLF
$55.6B
$31.6M 13.8%
1,281,024
+1,240,128
+3,032% +$29.4M
CWB icon
2
State Street SPDR Bloomberg Convertible Securities ETF
CWB
$5.64B
$30.7M 13.42%
619,200
-86,579
-12% -$4.24M
PCY icon
3
Invesco Emerging Markets Sovereign Debt ETF
PCY
$1.38B
$30.2M 13.18%
+1,031,081
New +$30.4M
ITM icon
4
VanEck Intermediate Muni ETF
ITM
$2.14B
$30M 13.1%
+626,777
New +$29.9M
XLK icon
5
State Street Technology Select Sector SPDR ETF
XLK
$115B
$26.7M 11.67%
976,634
+939,864
+2,556% +$25.9M
XLV icon
6
State Street Health Care Select Sector SPDR ETF
XLV
$42.1B
$15.7M 6.86%
198,349
+185,549
+1,450% +$14.1M
XLY icon
7
State Street Consumer Discretionary Select Sector SPDR ETF
XLY
$21.4B
$13.3M 5.81%
297,042
+274,964
+1,245% +$12.3M
XLI icon
8
State Street Industrial Select Sector SPDR ETF
XLI
$33.9B
$11.2M 4.91%
164,904
+150,059
+1,011% +$10M
XLP icon
9
State Street Consumer Staples Select Sector SPDR ETF
XLP
$14.2B
$9.91M 4.33%
180,324
+162,551
+915% +$9.04M
XLU icon
10
State Street Utilities Select Sector SPDR ETF
XLU
$24.1B
$6.83M 2.98%
263,010
+225,308
+598% +$5.92M
XLRE icon
11
State Street Real Estate Select Sector SPDR ETF
XLRE
$8.69B
$6.34M 2.77%
+196,802
New +$6.3M
XLB icon
12
State Street Materials Select Sector SPDR ETF
XLB
$8.51B
$6.19M 2.7%
230,042
+193,114
+523% +$5.13M
SPY icon
13
State Street SPDR S&P 500 ETF Trust
SPY
$778B
$2.38M 1.04%
9,839
-625
-6% -$150K
QQQ icon
14
Invesco QQQ Trust
QQQ
$455B
$1.33M 0.58%
9,659
-696
-7% -$95.7K
VNQ icon
15
Vanguard Real Estate ETF
VNQ
$39.9B
$963K 0.42%
11,569
-535
-4% -$44.6K
IWO icon
16
iShares Russell 2000 Growth ETF
IWO
$14.5B
$891K 0.39%
5,277
+299
+6% +$49.2K
IJK icon
17
iShares S&P Mid-Cap 400 Growth ETF
IJK
$10.8B
$854K 0.37%
17,376
+920
+6% +$44.7K
VWO icon
18
Vanguard FTSE Emerging Markets ETF
VWO
$119B
$669K 0.29%
16,518
+1,216
+8% +$49.3K
IJJ icon
19
iShares S&P Mid-Cap 400 Value ETF
IJJ
$8.85B
$640K 0.28%
8,614
-844
-9% -$62.4K
VEA icon
20
Vanguard FTSE Developed Markets ETF
VEA
$226B
$557K 0.24%
13,838
+5,328
+63% +$217K
HYG icon
21
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
$16.3B
$509K 0.22%
5,758
-1,857,668
-100% -$164M
IWN icon
22
iShares Russell 2000 Value ETF
IWN
$14.4B
$479K 0.21%
4,026
-318
-7% -$37.4K
ACWI icon
23
iShares MSCI ACWI ETF
ACWI
$32.6B
$340K 0.15%
5,191
-15,406
-75% -$1,000K
EFG icon
24
iShares MSCI EAFE Growth ETF
EFG
$16.3B
$328K 0.14%
4,429
+756
+21% +$55.2K
BSV icon
25
Vanguard Short-Term Bond ETF
BSV
$44.6B
$269K 0.12%
3,370
-500
-13% -$39.9K

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Hanlon Investment Management's Q2 2017 Portfolio in Review

As of Q2 2017, Hanlon Investment Management held 136 positions worth $229M, down 71% from $798M the previous quarter. Its ten largest holdings account for 90% of the portfolio.

Hanlon Investment Management withdrew a net $574M in Q2 2017, closing 111 positions and reducing 9 holdings. Its most notable exit was State Street SPDR Bloomberg High Yield Bond ETF, an estimated $163M position sold in full.

By sector, the portfolio is most concentrated in Communication Services at 0% of assets, down from 0.07% a quarter earlier, followed by Consumer Discretionary and Consumer Staples.

Against the trend, Hanlon Investment Management opened a new position in Invesco Emerging Markets Sovereign Debt ETF worth $30.2M.

  • Hanlon Investment Management's largest Q2 2017 buy was Invesco Emerging Markets Sovereign Debt ETF: 1,031,081 shares worth $30.2M.
  • Hanlon Investment Management added most to State Street Financial Select Sector SPDR ETF in Q2 2017, an estimated $29.4M increase.
  • Hanlon Investment Management's biggest Q2 2017 reduction was iShares iBoxx $ High Yield Corporate Bond ETF, cutting an estimated $164M.
  • Hanlon Investment Management fully exited State Street SPDR Bloomberg High Yield Bond ETF in Q2 2017, selling an estimated $163M.
  • Hanlon Investment Management's ten largest holdings make up 90% of its $229M portfolio in Q2 2017.
  • Hanlon Investment Management opened 3 new positions and closed 111 in Q2 2017.
  • Hanlon Investment Management's portfolio value fell 71% quarter-over-quarter to $229M.

Based on Hanlon Investment Management's 13F filing for Q2 2017, filed 11 Aug 2017.