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
$125M
AUM Growth
+$64.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
59
New
Increased
Reduced
Closed

Top Buys

1
+$17.2M
2
+$14.7M
3
+$10.1M
4
WGO icon
Winnebago Industries
WGO
+$7.51M
5
CWH icon
Camping World
CWH
+$6.25M

Top Sells

1
+$3.82M
2
+$2.44M
3
+$2.37M
4
FAS icon
Direxion Daily Financial Bull 3x Shares
FAS
+$1.61M
5
DINO icon
HF Sinclair
DINO
+$1.18M

Sector Composition

1 Consumer Discretionary 35.66%
2 Healthcare 18.53%
3 Technology 7%
4 Utilities 3.97%
5 Financials 3.18%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$952K 0.76%
20,000
-5,888
27
$938K 0.75%
20,820
-6,000
28
$892K 0.72%
24,590
+1,269
29
$886K 0.71%
21,216
+8,000
30
$849K 0.68%
4,064
-2,000
31
$788K 0.63%
11,560
+5,000
32
$767K 0.62%
22,386
-3,702
33
$766K 0.61%
15,881
-5,254
34
$765K 0.61%
6,950
-7,836
35
$758K 0.61%
+10,874
36
$750K 0.6%
11,353
-6,000
37
$747K 0.6%
+25,982
38
$737K 0.59%
15,472
-2,916
39
$722K 0.58%
16,380
-10,827
40
$697K 0.56%
+14,076
41
$694K 0.56%
109,600
+99,100
42
$687K 0.55%
23,945
-10,000
43
$686K 0.55%
23,625
+19,750
44
$666K 0.53%
+17,550
45
$643K 0.52%
+47,825
46
$607K 0.49%
4,112
-1,409
47
$581K 0.47%
20,606
-8,000
48
$301K 0.24%
+16,700
49
– –
-2,122
50
– –
-1,942
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2
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