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
$60.5M
AUM Growth
-$2.96M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
62
New
Increased
Reduced
Closed

Top Buys

1
+$3.82M
2
+$2.78M
3
+$2.44M
4
FAS icon
Direxion Daily Financial Bull 3x Shares
FAS
+$1.61M
5
JNUG icon
Direxion Daily Junior Gold Miners Index Bull 2X Shares
JNUG
+$1.36M

Top Sells

1
+$7.25M
2
+$2.02M
3
+$1.25M
4
SBUX icon
Starbucks
SBUX
+$1.19M
5
AA icon
Alcoa
AA
+$1.14M

Sector Composition

1 Energy 9.04%
2 Financials 8.76%
3 Technology 6.89%
4 Consumer Discretionary 6.7%
5 Consumer Staples 4.88%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$9.93M 16.4%
6,250
+1,750
2
$6.78M 11.2%
10,002
+2,002
3
$3.82M 6.31%
+375,000
4
$2.69M 4.44%
300,000
+50,000
5
$2.44M 4.03%
+20,010
6
$2.25M 3.71%
102,204
+6,101
7
$1.62M 2.67%
14,786
+7,892
8
$1.61M 2.65%
+25,000
9
$1.26M 2.09%
17,312
+3,500
10
$1.26M 2.08%
26,820
-5,939
11
$1.25M 2.06%
27,207
12
$1.23M 2.02%
28,561
13
$1.22M 2.02%
+18,882
14
$1.18M 1.96%
24,240
-5,132
15
$1.18M 1.95%
17,353
16
$1.17M 1.92%
6,783
-1,992
17
$1.14M 1.89%
+6,064
18
$1.08M 1.78%
33,945
19
$1.07M 1.78%
22,746
-10,655
20
$1.06M 1.74%
+25,888
21
$954K 1.58%
5,521
22
$938K 1.55%
+23,321
23
$919K 1.52%
5,439
+34
24
$915K 1.51%
+21,135
25
$910K 1.5%
9,587
+500
1
2 3