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
$56.3M
AUM Growth
-$12.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
63
New
Increased
Reduced
Closed

Top Buys

1
+$2.4M
2
+$2.4M
3
+$2.1M
4
GM icon
General Motors
GM
+$2.01M
5
ZBH icon
Zimmer Biomet
ZBH
+$717K

Top Sells

1
+$4.19M
2
+$3.95M
3
+$3.63M
4
PARA
Paramount Global Class B
PARA
+$2.72M
5
SOXL icon
Direxion Daily Semiconductor Bull 3X Shares
SOXL
+$2.1M

Sector Composition

1 Consumer Discretionary 23.18%
2 Technology 19.78%
3 Industrials 15.15%
4 Healthcare 11.42%
5 Communication Services 7.58%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$856K 1.52%
391
+131
27
$840K 1.49%
14,729
+2,452
28
$828K 1.47%
2,396
+611
29
$824K 1.46%
3,812
-100
30
$785K 1.39%
7,887
-700
31
$763K 1.36%
5,572
-26,540
32
$717K 1.27%
+4,594
33
$710K 1.26%
8,898
-230
34
$673K 1.2%
4,761
-1,871
35
$641K 1.14%
2,009
-52
36
$639K 1.14%
4,518
-116
37
$634K 1.13%
2,700
-71
38
$581K 1.03%
6,836
-20,094
39
$574K 1.02%
1,044
-385
40
$566K 1.01%
+1,898
41
$565K 1%
1,410
-36
42
$558K 0.99%
27,799
-50,720
43
$536K 0.95%
916
-208
44
$509K 0.9%
2,083
-693
45
$490K 0.87%
17,359
-5,362
46
$470K 0.83%
1,062
-28
47
$464K 0.82%
4,006
-1,677
48
$450K 0.8%
4,796
-124
49
$362K 0.64%
20,000
-40,000
50
$354K 0.63%
2,837
-73
1
2
3