HJMC
Hellman Jordan Management Company Portfolio holdings
AUM
$58.9M
This Quarter Return
-2.31%
1 Year Return
-18.56%
3 Year Return
+203.16%
5 Year Return
+243.78%
10 Year Return
–
AUM
$57.6M
AUM Growth
+$57.6M
(-22%)
Cap. Flow
-$11.6M
Cap. Flow
% of AUM
-20.09%
Top 10 Holdings %
Top 10 Hldgs %
49.84%
Holding
65
New
9
Increased
10
Reduced
25
Closed
20
Top Buys
| 1 |
SPDR Portfolio S&P 500 ETF
SPLG
|
$5.67M |
| 2 |
SPDR Gold Trust
GLD
|
$3.22M |
| 3 |
Financial Select Sector SPDR Fund
XLF
|
$2.8M |
| 4 |
Alphabet (Google) Class A
GOOGL
|
$1.9M |
| 5 |
Baker Hughes
BKR
|
$1.48M |
Top Sells
| 1 |
SPDR S&P 500 ETF Trust
SPY
|
$6.67M |
| 2 |
iShares S&P 500 Growth ETF
IVW
|
$4.81M |
| 3 |
VanEck Gold Miners ETF
GDX
|
$3.22M |
| 4 |
KLA
KLAC
|
$1.8M |
| 5 |
Chart Industries
GTLS
|
$1.68M |
Sector Composition
| 1 | Industrials | 14.53% |
| 2 | Technology | 13.04% |
| 3 | Energy | 11.02% |
| 4 | Healthcare | 10.08% |
| 5 | Consumer Discretionary | 7.92% |
