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
$56.3M
AUM Growth
-$12.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
63
New
Increased
Reduced
Closed

Top Buys

1
+$2.4M
2
+$2.4M
3
+$2.1M
4
GM icon
General Motors
GM
+$2.01M
5
ZBH icon
Zimmer Biomet
ZBH
+$717K

Top Sells

1
+$4.19M
2
+$3.95M
3
+$3.63M
4
PARA
Paramount Global Class B
PARA
+$2.72M
5
SOXL icon
Direxion Daily Semiconductor Bull 3X Shares
SOXL
+$2.1M

Sector Composition

1 Consumer Discretionary 23.18%
2 Technology 19.78%
3 Industrials 15.15%
4 Healthcare 11.42%
5 Communication Services 7.58%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$313K 0.56%
+5,000
52
$283K 0.5%
14,215
-8,744
53
$243K 0.43%
1,400
54
$216K 0.38%
+4,466
55
$206K 0.37%
+1,500
56
– –
-2,500
57
– –
-60,300
58
– –
-54,904
59
– –
-75,000
60
– –
-20,000
61
– –
-70,000
62
– –
-2,286
63
– –
-6,009
1 2
3