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
$186M
AUM Growth
+$35.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
55
New
Increased
Reduced
Closed

Top Buys

1
+$17.3M
2
+$4.06M
3
+$2.84M
4
ABB
ABB Ltd
ABB
+$2.58M
5
NUGT icon
Direxion Daily Gold Miners Index Bull 2X Shares
NUGT
+$2.27M

Top Sells

1
+$3.88M
2
+$2.05M
3
+$1.98M
4
CAM
CAMERON INTERNATIONAL CORPORATION
CAM
+$1.9M
5
HOLX icon
Hologic
HOLX
+$1.87M

Sector Composition

1 Consumer Discretionary 37.27%
2 Technology 13.13%
3 Energy 12.91%
4 Industrials 8.37%
5 Financials 6.88%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.22M 1.2%
40,073
-18,398
27
$2.21M 1.19%
212,930
+65,250
28
$2.16M 1.16%
83,100
+24,900
29
$2.15M 1.15%
76,400
+27,920
30
$2.1M 1.13%
36,480
+7,840
31
$2.07M 1.11%
61,736
+19,498
32
$2.05M 1.1%
48,672
-577
33
$2.03M 1.09%
75,484
-8,436
34
$1.98M 1.07%
23,740
-235
35
$1.89M 1.02%
45,790
-3,494
36
$1.7M 0.91%
+71,832
37
$1.13M 0.61%
+19,490
38
$846K 0.45%
+80,000
39
$803K 0.43%
+20,000
40
$339K 0.18%
+1,500
41
$296K 0.16%
+225,000
42
$216K 0.12%
+4,500
43
$209K 0.11%
+10,000
44
$95K 0.05%
20,000
+8,000
45
– –
-28,790
46
– –
-48,461
47
– –
-37,584
48
– –
-96,740
49
– –
-38
50
– –
-475
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