HJMC

Hellman Jordan Management Company Portfolio holdings

AUM $58.9M
1-Year Est. Return 18.56%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
-18.56%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$31.5M
AUM Growth
-$21.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
28
New
Increased
Reduced
Closed

Top Buys

1 +$6.11M
2 +$3.35M
3 +$1.17M
4
GLD icon
SPDR Gold Trust
GLD
+$543K
5
RIOT icon
Riot Platforms
RIOT
+$431K

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 Change
in Stake
Capital Flow
26
-300,000
27
-672