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
$83.3M
AUM Growth
+$12.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
78
New
Increased
Reduced
Closed

Top Buys

1
+$2.55M
2
+$2.44M
3
+$2.15M
4
IBB icon
iShares Biotechnology ETF
IBB
+$1.96M
5
GTLS icon
Chart Industries
GTLS
+$1.63M

Top Sells

1
+$2.63M
2
+$1.9M
3
+$1.75M
4
NVDA icon
NVIDIA
NVDA
+$1.5M
5
CMCSA icon
Comcast
CMCSA
+$1.36M

Sector Composition

1 Technology 25.17%
2 Consumer Discretionary 18.76%
3 Industrials 16.56%
4 Healthcare 5.9%
5 Communication Services 3.13%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$503K 0.6%
+4,500
52
$453K 0.54%
3,674
-4,310
53
$452K 0.54%
+5,000
54
$434K 0.52%
+12,500
55
$430K 0.52%
+11,015
56
$332K 0.4%
+1,000
57
$329K 0.39%
+15,000
58
$321K 0.39%
+5,000
59
$314K 0.38%
+4,740
60
$250K 0.3%
1,400
61
$221K 0.27%
1,500
62
$73K 0.09%
+10,000
63
– –
-21,401
64
– –
-15,396
65
– –
-1,544
66
– –
-4,117
67
– –
-4,881
68
– –
-18,000
69
– –
-6,402
70
– –
-4,071
71
– –
-40,287
72
– –
-14,215
73
– –
-6,708
74
– –
-1,085
75
– –
-4,764
1 2
3
4