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
$60.5M
AUM Growth
-$2.96M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
62
New
Increased
Reduced
Closed

Top Buys

1
+$3.82M
2
+$2.78M
3
+$2.44M
4
FAS icon
Direxion Daily Financial Bull 3x Shares
FAS
+$1.61M
5
JNUG icon
Direxion Daily Junior Gold Miners Index Bull 2X Shares
JNUG
+$1.36M

Top Sells

1
+$7.25M
2
+$2.02M
3
+$1.25M
4
SBUX icon
Starbucks
SBUX
+$1.19M
5
AA icon
Alcoa
AA
+$1.14M

Sector Composition

1 Energy 9.04%
2 Financials 8.76%
3 Technology 6.89%
4 Consumer Discretionary 6.7%
5 Consumer Staples 4.88%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$903K 1.49%
9,657
-1,500
27
$858K 1.42%
28,606
-10,000
28
$857K 1.42%
18,388
+4,000
29
$852K 1.41%
22,580
+1,000
30
$789K 1.3%
26,088
-8,178
31
$768K 1.27%
10,680
-4,894
32
$574K 0.95%
6,192
-2,600
33
$558K 0.92%
3,713
34
$540K 0.89%
+13,216
35
$532K 0.88%
1,942
36
$523K 0.86%
+18,805
37
$500K 0.83%
+6,452
38
$496K 0.82%
+11,113
39
$474K 0.78%
+2,122
40
$468K 0.77%
+30,400
41
$442K 0.73%
+6,560
42
$440K 0.73%
+11,709
43
$68K 0.11%
3,875
-2,250
44
$39K 0.06%
10,500
-15,000
45
– –
-8,077
46
– –
-15,887
47
– –
-4,215
48
– –
-10,312
49
– –
-4,100
50
– –
-8,399
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