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
$60.5M
AUM Growth
-$2.96M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
62
New
Increased
Reduced
Closed

Top Buys

1
+$3.82M
2
+$2.78M
3
+$2.44M
4
FAS icon
Direxion Daily Financial Bull 3x Shares
FAS
+$1.61M
5
JNUG icon
Direxion Daily Junior Gold Miners Index Bull 2X Shares
JNUG
+$1.36M

Top Sells

1
+$7.25M
2
+$2.02M
3
+$1.25M
4
SBUX icon
Starbucks
SBUX
+$1.19M
5
AA icon
Alcoa
AA
+$1.14M

Sector Composition

1 Energy 9.04%
2 Financials 8.76%
3 Technology 6.89%
4 Consumer Discretionary 6.7%
5 Consumer Staples 4.88%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
– –
-6,668
52
– –
-7,575
53
– –
-31,604
54
– –
-100,000
55
– –
-20,738
56
– –
-1,750
57
– –
-70,046
58
– –
-21,087
59
– –
-6,000
60
– –
-15,945
61
– –
-13,930
62
– –
-4,385
1 2
3