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
$45.9M
AUM Growth
-$618K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
54
New
Increased
Reduced
Closed

Top Buys

1
+$6.82M
2
+$3.42M
3
+$2.1M
4
QCOM icon
Qualcomm
QCOM
+$960K
5
URI icon
United Rentals
URI
+$766K

Top Sells

1
+$10.3M
2
+$774K
3
+$748K
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$732K
5
FANG icon
Diamondback Energy
FANG
+$650K

Sector Composition

1 Technology 12.83%
2 Financials 12.14%
3 Energy 8.71%
4 Consumer Discretionary 8.3%
5 Healthcare 8.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
– –
-5,970
52
– –
-1,400
53
– –
-16,384
54
– –
-71,380
1 2
3