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
$125M
AUM Growth
+$64.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
59
New
Increased
Reduced
Closed

Top Buys

1
+$17.2M
2
+$14.7M
3
+$10.1M
4
WGO icon
Winnebago Industries
WGO
+$7.51M
5
CWH icon
Camping World
CWH
+$6.25M

Top Sells

1
+$3.82M
2
+$2.44M
3
+$2.37M
4
FAS icon
Direxion Daily Financial Bull 3x Shares
FAS
+$1.61M
5
DINO icon
HF Sinclair
DINO
+$1.18M

Sector Composition

1 Consumer Discretionary 35.66%
2 Healthcare 18.53%
3 Technology 7%
4 Utilities 3.97%
5 Financials 3.18%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
– –
-24,240
52
– –
-25,000
53
– –
-10,680
54
– –
-20,010
55
– –
-30,400
56
– –
-375,000
57
– –
-6,192
58
– –
-6,783
59
– –
-3,713
1 2
3