HJMC
Hellman Jordan Management Company Portfolio holdings
AUM
$58.9M
This Quarter Return
+52.69%
1 Year Return
-18.56%
3 Year Return
+203.16%
5 Year Return
+243.78%
10 Year Return
–
AUM
$31.5M
AUM Growth
-$21.1M
(-40%)
Cap. Flow
-$36.1M
Cap. Flow
% of AUM
-114.86%
Top 10 Holdings %
Top 10 Hldgs %
88.06%
Holding
28
New
10
Increased
1
Reduced
9
Closed
8
Top Buys
| 1 |
iPath Series B S&P 500 VIX Short-Term Futures ETN
VXX
|
$5.06M |
| 2 |
Bank of America
BAC
|
$3.79M |
| 3 |
D.R. Horton
DHI
|
$1.11M |
| 4 |
Riot Platforms
RIOT
|
$1.1M |
| 5 |
ETHE
Grayscale Ethereum Trust ETF
ETHE
|
$982K |
Top Sells
| 1 |
Direxion Daily Financial Bull 3x Shares
FAS
|
$8.91M |
| 2 |
Industrial Select Sector SPDR Fund
XLI
|
$6.7M |
| 3 |
Abbott
ABT
|
$5.53M |
| 4 |
Innovative Industrial Properties
IIPR
|
$5.49M |
| 5 |
Direxion Daily Semiconductor Bull 3X Shares
SOXL
|
$5.06M |
Sector Composition
| 1 | Financials | 15.55% |
| 2 | Real Estate | 11.64% |
| 3 | Consumer Discretionary | 11.44% |
| 4 | Technology | 7.07% |
| 5 | Healthcare | 4.24% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
26
NVIDIA
NVDA
$4.15T
| – | – |
-94,240
| Closed | -$1.28M |
|
|
27
Direxion Daily Semiconductor Bull 3X Shares
SOXL
$10.7B
| – | – |
-300,000
| Closed | -$5.06M |
|
28
UnitedHealth
UNH
$279B
| – | – |
-672
| Closed | -$210K |
|