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
$126M
AUM Growth
+$52.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
67
New
Increased
Reduced
Closed

Top Buys

1
+$15.4M
2
+$14.8M
3
+$13.4M
4
ERX icon
Direxion Daily Energy Bull 2X Shares
ERX
+$9.35M
5
SLB icon
SLB Ltd
SLB
+$6.38M

Top Sells

1
+$6.26M
2
+$6.01M
3
+$4.24M
4
UDOW icon
ProShares UltraPro Dow 30
UDOW
+$4.11M
5
DELL icon
Dell
DELL
+$2.56M

Sector Composition

1 Energy 43.23%
2 Financials 8.48%
3 Consumer Discretionary 8%
4 Technology 7.6%
5 Industrials 6.49%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.04M 0.82%
9,087
27
$992K 0.79%
+15,724
28
$990K 0.79%
11,619
-1,000
29
$957K 0.76%
34,954
30
$935K 0.74%
+30,170
31
$929K 0.74%
4,733
32
$912K 0.72%
17,007
-2,037
33
$905K 0.72%
33,550
-5,000
34
$841K 0.67%
8,770
-14
35
$824K 0.65%
5,000
36
$799K 0.63%
29,900
-51,450
37
$798K 0.63%
6,320
38
$785K 0.62%
8,874
-3,000
39
$741K 0.59%
25,283
-1,709
40
$698K 0.55%
3,000
41
$679K 0.54%
4,026
-2,300
42
$660K 0.52%
7,676
43
$621K 0.49%
12,566
44
$612K 0.49%
11,319
-5,165
45
$565K 0.45%
10,714
-5,000
46
$555K 0.44%
+4,000
47
$519K 0.41%
12,000
48
$218K 0.17%
+1,900
49
$211K 0.17%
+3,631
50
$207K 0.16%
+530
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