HJMC

Hellman Jordan Management Company Portfolio holdings

AUM $58.9M
1-Year Est. Return 18.56%
This Quarter Est. Return
1 Year Est. Return
-18.56%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$150M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
44
New
Increased
Reduced
Closed

Top Buys

1
+$35.7M
2
+$18.5M
3
+$11.5M
4
NUGT icon
Direxion Daily Gold Miners Index Bull 2X Shares
NUGT
+$5.86M
5
META icon
Meta Platforms (Facebook)
META
+$4.24M

Top Sells

No sells this quarter

Sector Composition

1 Consumer Discretionary 31.95%
2 Energy 15.93%
3 Technology 15.36%
4 Financials 9.32%
5 Industrials 6.43%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.96M 1.26%
+441,900
27
$1.9M 1.22%
+31,070
28
$1.87M 1.2%
+96,740
29
$1.85M 1.19%
+48,461
30
$1.79M 1.15%
+28,790
31
$1.75M 1.13%
+55,930
32
$1.63M 1.05%
+23,975
33
$1.53M 0.99%
+28,640
34
$1.5M 0.97%
+815
35
$1.45M 0.94%
+48,480
36
$1.44M 0.93%
+58,200
37
$1.4M 0.91%
+147,680
38
$1.3M 0.84%
+42,238
39
$939K 0.61%
+16,932
40
$818K 0.53%
+37,584
41
$388K 0.25%
+475
42
$285K 0.18%
+38
43
$52K 0.03%
+12,000
1
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