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
$139M
AUM Growth
+$14.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
57
New
Increased
Reduced
Closed

Top Buys

1
+$26.6M
2
+$24M
3
+$12.1M
4
ULTA icon
Ulta Beauty
ULTA
+$11.3M
5
GDX icon
VanEck Gold Miners ETF
GDX
+$1.43M

Top Sells

1
+$12.2M
2
+$10.1M
3
+$6.25M
4
REGN icon
Regeneron Pharmaceuticals
REGN
+$6.06M
5
MU icon
Micron Technology
MU
+$5.24M

Sector Composition

1 Consumer Discretionary 31%
2 Healthcare 22.38%
3 Communication Services 19.12%
4 Financials 3.19%
5 Industrials 2.52%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
– –
-5,444
52
– –
-23,625
53
– –
-10,000
54
– –
-100,000
55
– –
-16,380
56
– –
-22,386
57
– –
-47,825
1 2
3