HJMC
Hellman Jordan Management Company Portfolio holdings
AUM
$58.9M
This Quarter Return
-2.9%
1 Year Return
-18.56%
3 Year Return
+203.16%
5 Year Return
+243.78%
10 Year Return
–
AUM
$73.2M
AUM Growth
-$70.3M
(-49%)
Cap. Flow
-$70.4M
Cap. Flow
% of AUM
-96.16%
Top 10 Holdings %
Top 10 Hldgs %
58.05%
Holding
65
New
11
Increased
9
Reduced
15
Closed
17
Top Buys
| 1 |
Regeneron Pharmaceuticals
REGN
|
$6.26M |
| 2 |
SPDR S&P 500 ETF Trust
SPY
|
$6.01M |
| 3 |
Direxion Daily Semiconductor Bull 3X Shares
SOXL
|
$3.71M |
| 4 |
Ulta Beauty
ULTA
|
$1.74M |
| 5 |
Rockwell Automation
ROK
|
$819K |
Top Sells
| 1 |
Amazon
AMZN
|
$14.2M |
| 2 |
United Rentals
URI
|
$13.9M |
| 3 |
ProShares UltraPro Dow 30
UDOW
|
$11.3M |
| 4 |
Alphabet (Google) Class A
GOOGL
|
$8.25M |
| 5 |
Humana
HUM
|
$7.98M |
Sector Composition
| 1 | Industrials | 16.07% |
| 2 | Consumer Discretionary | 15.08% |
| 3 | Healthcare | 14.66% |
| 4 | Energy | 6.54% |
| 5 | Financials | 6.33% |
