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
$150M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
44
New
Increased
Reduced
Closed

Top Buys

1
+$35.7M
2
+$18.5M
3
+$11.5M
4
NUGT icon
Direxion Daily Gold Miners Index Bull 2X Shares
NUGT
+$5.86M
5
META icon
Meta Platforms (Facebook)
META
+$4.24M

Top Sells

No sells this quarter

Sector Composition

1 Consumer Discretionary 31.95%
2 Energy 15.93%
3 Technology 15.36%
4 Financials 9.32%
5 Industrials 6.43%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$35.7M 23.05%
+43,244
2
$18.5M 11.93%
+615,766
3
$11.5M 7.39%
+252,000
4
$5.86M 3.78%
+2,500
5
$4.24M 2.74%
+170,580
6
$3.81M 2.46%
+105,620
7
$3.23M 2.08%
+61,150
8
$2.98M 1.92%
+19,730
9
$2.94M 1.9%
+44,330
10
$2.94M 1.89%
+61,210
11
$2.81M 1.81%
+135,909
12
$2.79M 1.8%
+58,471
13
$2.75M 1.77%
+82,627
14
$2.66M 1.72%
+43,582
15
$2.62M 1.69%
+185,304
16
$2.52M 1.63%
+45,240
17
$2.17M 1.4%
+26,130
18
$2.12M 1.36%
+128,834
19
$2.09M 1.35%
+55,858
20
$2.08M 1.34%
+45,200
21
$2.05M 1.32%
+83,920
22
$2.05M 1.32%
+32,423
23
$2.04M 1.32%
+49,284
24
$1.99M 1.28%
+49,249
25
$1.98M 1.28%
+32,580
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