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
$63.5M
AUM Growth
+$17.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
59
New
Increased
Reduced
Closed

Top Buys

1
+$7.25M
2
+$7.1M
3
+$3.69M
4
GDX icon
VanEck Gold Miners ETF
GDX
+$2.23M
5
NTR icon
Nutrien
NTR
+$1.72M

Top Sells

1
+$6.82M
2
+$1.44M
3
+$1.07M
4
SLB icon
SLB Ltd
SLB
+$1.06M
5
BX icon
Blackstone
BX
+$1.05M

Sector Composition

1 Communication Services 12.97%
2 Financials 12.19%
3 Technology 10.07%
4 Energy 8.78%
5 Materials 7.51%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$7.25M 11.41%
+70,046
2
$7.1M 11.19%
+8,000
3
$7.01M 11.03%
4,500
4
$3.69M 5.81%
+250,000
5
$2.23M 3.52%
+96,103
6
$2.02M 3.19%
31,604
+13,093
7
$1.72M 2.71%
+33,401
8
$1.6M 2.52%
32,759
+12,090
9
$1.52M 2.39%
8,775
+3,500
10
$1.5M 2.37%
+29,372
11
$1.29M 2.03%
27,207
12
$1.25M 1.97%
+100,000
13
$1.19M 1.88%
20,738
14
$1.14M 1.8%
38,606
+20,299
15
$1.14M 1.79%
+21,087
16
$1.12M 1.77%
17,353
+9,000
17
$1.09M 1.72%
28,561
18
$1.08M 1.7%
+15,574
19
$1.06M 1.67%
13,812
20
$1.04M 1.63%
11,157
+1,000
21
$1.03M 1.62%
33,945
+12,000
22
$975K 1.54%
9,087
-1,000
23
$975K 1.54%
5,405
24
$949K 1.49%
5,521
25
$948K 1.49%
4,215
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