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
$98.9M
AUM Growth
+$49.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
56
New
Increased
Reduced
Closed

Top Buys

1
+$34.9M
2
+$8.35M
3
+$1.59M
4
AGN
Allergan plc
AGN
+$1.58M
5
AAL icon
American Airlines Group
AAL
+$1.33M

Top Sells

1
+$5.22M
2
+$3.5M
3
+$2.85M
4
QQQ icon
Invesco QQQ Trust
QQQ
+$2.15M
5
CNC icon
Centene
CNC
+$1.69M

Sector Composition

1 Consumer Discretionary 45.03%
2 Technology 8.37%
3 Healthcare 8.08%
4 Financials 6.82%
5 Materials 5.68%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
– –
-28,961
52
– –
-20,000
53
– –
-11,253
54
– –
-24,910
55
– –
-7,311
56
– –
-40,000
1 2
3