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
$63.5M
AUM Growth
+$17.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
59
New
Increased
Reduced
Closed

Top Buys

1
+$7.25M
2
+$7.1M
3
+$3.69M
4
GDX icon
VanEck Gold Miners ETF
GDX
+$2.23M
5
NTR icon
Nutrien
NTR
+$1.72M

Top Sells

1
+$6.82M
2
+$1.44M
3
+$1.07M
4
SLB icon
SLB Ltd
SLB
+$1.06M
5
BX icon
Blackstone
BX
+$1.05M

Sector Composition

1 Communication Services 12.97%
2 Financials 12.19%
3 Technology 10.07%
4 Energy 8.78%
5 Materials 7.51%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
– –
-210,700
52
– –
-4,645
53
– –
-7,500
54
– –
-15,153
55
– –
-15,542
56
– –
-4,308
57
– –
-102,200
58
– –
-4,620
59
– –
-8,481
1 2
3