HIM
Hanlon Investment Management Portfolio holdings
AUM
$139M
This Quarter Return
+9.75%
1 Year Return
+19.95%
3 Year Return
+55.56%
5 Year Return
+87.78%
10 Year Return
–
AUM
$316M
AUM Growth
+$316M
(-4.6%)
Cap. Flow
-$39.4M
Cap. Flow
% of AUM
-12.49%
Top 10 Holdings %
Top 10 Hldgs %
59.82%
Holding
158
New
24
Increased
18
Reduced
87
Closed
19
Top Buys
Top Sells
| 1 |
iShares 0-3 Month Treasury Bond ETF
SGOV
|
$30M |
| 2 |
iShares 1-3 Year Treasury Bond ETF
SHY
|
$6.77M |
| 3 |
iShares TIPS Bond ETF
TIP
|
$3.61M |
| 4 |
SPDR Bloomberg Convertible Securities ETF
CWB
|
$2.63M |
| 5 |
Vanguard Growth ETF
VUG
|
$2.57M |
Sector Composition
| 1 | Real Estate | 26.67% |
| 2 | Industrials | 3.95% |
| 3 | Technology | 3.6% |
| 4 | Consumer Discretionary | 2.87% |
| 5 | Communication Services | 1.81% |
