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
$89M
AUM Growth
-$37.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
70
New
Increased
Reduced
Closed

Top Buys

1
+$6.86M
2
+$4.18M
3
+$2.77M
4
NOW icon
ServiceNow
NOW
+$2.63M
5
CMG icon
Chipotle Mexican Grill
CMG
+$2.51M

Top Sells

1
+$14.3M
2
+$13.4M
3
+$13.1M
4
SOXL icon
Direxion Daily Semiconductor Bull 3X Shares
SOXL
+$8.24M
5
SLB icon
SLB Ltd
SLB
+$6.81M

Sector Composition

1 Consumer Discretionary 17.33%
2 Technology 15.64%
3 Industrials 10.97%
4 Energy 9.64%
5 Healthcare 8.34%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$231K 0.26%
+1,091
52
$230K 0.26%
4,109
+478
53
$230K 0.26%
1,365
-227
54
$225K 0.25%
+4,896
55
$218K 0.24%
1,341
-34
56
$213K 0.24%
+3,156
57
$206K 0.23%
530
58
$201K 0.23%
+2,470
59
$194K 0.22%
+10,242
60
$91K 0.1%
+10,691
61
– –
-80,000
62
– –
-58,836
63
– –
-12,000
64
– –
-30,170
65
– –
-300,800
66
– –
-4,000
67
– –
-30,683
68
– –
-1,900
69
– –
-15,361
1 2
3