HJMC
Hellman Jordan Management Company Portfolio holdings
AUM
$58.9M
1-Year Return
18.56%
This Quarter Return
-4.39%
1 Year Return
-18.56%
3 Year Return
+203.16%
5 Year Return
+243.78%
10 Year Return
–
AUM
$42.2M
AUM Growth
-$46.8M
(-53%)
Cap. Flow
-$44M
Cap. Flow
% of AUM
-104.28%
Top 10 Holdings %
Top 10 Hldgs %
85.18%
Holding
69
New
8
Increased
8
Reduced
5
Closed
47
Top Buys
| 1 |
Amazon
AMZN
|
$8.08M |
| 2 |
Mastercard
MA
|
$2.42M |
| 3 |
Netflix
NFLX
|
$1.88M |
| 4 |
Innovative Industrial Properties
IIPR
|
$1.52M |
| 5 |
Direxion Daily Financial Bull 3x Shares
FAS
|
$1.17M |
Top Sells
| 1 |
Chipotle Mexican Grill
CMG
|
$6.7M |
| 2 |
Direxion Daily Energy Bull 2X Shares
ERX
|
$5.25M |
| 3 |
NVIDIA
NVDA
|
$3.84M |
| 4 |
Qualcomm
QCOM
|
$2.77M |
| 5 |
Tesla
TSLA
|
$2.62M |
Sector Composition
| 1 | Consumer Discretionary | 25.91% |
| 2 | Communication Services | 18.55% |
| 3 | Technology | 17.38% |
| 4 | Financials | 10.17% |
| 5 | Healthcare | 9.78% |
