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
$31.5M
AUM Growth
-$21.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
28
New
Increased
Reduced
Closed

Top Buys

1
+$5.06M
2
+$3.79M
3
+$1.11M
4
RIOT icon
Riot Platforms
RIOT
+$1.1M
5
ETHE
Grayscale Ethereum Trust ETF
ETHE
+$982K

Top Sells

1
+$8.91M
2
+$6.7M
3
+$5.53M
4
IIPR icon
Innovative Industrial Properties
IIPR
+$5.49M
5
SOXL icon
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 Change
in Stake 		Capital Flow
26
– –
-94,240
27
– –
-300,000
28
– –
-672
1
2