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
$126M
AUM Growth
+$52.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
67
New
Increased
Reduced
Closed

Top Buys

1
+$15.4M
2
+$14.8M
3
+$13.4M
4
ERX icon
Direxion Daily Energy Bull 2X Shares
ERX
+$9.35M
5
SLB icon
SLB Ltd
SLB
+$6.38M

Top Sells

1
+$6.26M
2
+$6.01M
3
+$4.24M
4
UDOW icon
ProShares UltraPro Dow 30
UDOW
+$4.11M
5
DELL icon
Dell
DELL
+$2.56M

Sector Composition

1 Energy 43.23%
2 Financials 8.48%
3 Consumer Discretionary 8%
4 Technology 7.6%
5 Industrials 6.49%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$15.4M 12.24%
+130,200
2
$14.8M 11.7%
+209,000
3
$13.4M 10.61%
+300,800
4
$9.35M 7.41%
+60,000
5
$6.81M 5.4%
600,000
6
$6.38M 5.06%
+186,700
7
$5.28M 4.19%
+30,683
8
$5.08M 4.03%
+55,000
9
$4.48M 3.55%
+80,000
10
$4.2M 3.33%
+250,000
11
$3.09M 2.45%
5,000
12
$2.79M 2.22%
+11,008
13
$2.63M 2.09%
165,229
+3,025
14
$1.66M 1.32%
+58,836
15
$1.3M 1.03%
10,423
-19,171
16
$1.19M 0.94%
30,543
17
$1.17M 0.93%
19,456
+11,300
18
$1.17M 0.92%
39,980
19
$1.11M 0.88%
20,012
20
$1.1M 0.87%
19,076
-5,000
21
$1.08M 0.86%
12,065
+7,505
22
$1.08M 0.86%
247,840
+40,920
23
$1.07M 0.85%
9,056
24
$1.06M 0.84%
8,443
+5,000
25
$1.06M 0.84%
15,361
1
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