HJMC
Hellman Jordan Management Company Portfolio holdings
AUM
$58.9M
This Quarter Return
+27.58%
1 Year Return
-18.56%
3 Year Return
+203.16%
5 Year Return
+243.78%
10 Year Return
–
AUM
$52.6M
AUM Growth
-$9.28M
(-15%)
Cap. Flow
-$16.4M
Cap. Flow
% of AUM
-31.27%
Top 10 Holdings %
Top 10 Hldgs %
89.69%
Holding
27
New
7
Increased
2
Reduced
9
Closed
9
Top Buys
| 1 |
Industrial Select Sector SPDR Fund
XLI
|
$6.35M |
| 2 |
Abbott
ABT
|
$5.53M |
| 3 |
Novavax
NVAX
|
$5.52M |
| 4 |
Apple
AAPL
|
$2.32M |
| 5 |
Arrowhead Research
ARWR
|
$2.15M |
Top Sells
| 1 |
Amazon
AMZN
|
$9.2M |
| 2 |
VXX
iPath S&P 500 VIX Short-Term Futures ETN due 1/30/2019
VXX
|
$6.79M |
| 3 |
Tesla
TSLA
|
$5.4M |
| 4 |
Netflix
NFLX
|
$4.55M |
| 5 |
NVIDIA
NVDA
|
$4.45M |
Sector Composition
| 1 | Healthcare | 32.9% |
| 2 | Real Estate | 11.81% |
| 3 | Technology | 7.31% |
| 4 | Consumer Discretionary | 6.95% |
| 5 | Financials | 0% |