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
$52.6M
AUM Growth
-$9.28M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
27
New
Increased
Reduced
Closed

Top Buys

1
+$6.35M
2
+$5.53M
3
+$5.52M
4
AAPL icon
Apple
AAPL
+$2.32M
5
ARWR icon
Arrowhead Research
ARWR
+$2.15M

Top Sells

1
+$9.2M
2
+$6.79M
3
+$5.4M
4
NFLX icon
Netflix
NFLX
+$4.55M
5
NVDA icon
NVIDIA
NVDA
+$4.45M

Sector Composition

1 Healthcare 32.9%
2 Real Estate 11.81%
3 Technology 7.31%
4 Consumer Discretionary 6.95%
5 Financials 0%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$8.55M 16.26%
252,363
-49,437
2
$6.35M 12.08%
+82,500
3
$6.21M 11.81%
50,000
+10,000
4
$5.53M 10.52%
+50,800
5
$5.52M 10.5%
+50,910
6
$5.06M 9.64%
300,000
-75,000
7
$3.65M 6.95%
51,632
-26,600
8
$2.32M 4.41%
+20,000
9
$2.15M 4.1%
+50,000
10
$1.8M 3.43%
+85,000
11
$1.61M 3.06%
1,500
-250
12
$1.27M 2.43%
94,240
-329,000
13
$991K 1.89%
+62,000
14
$564K 1.07%
3,580
-58,380
15
$292K 0.56%
994
-189
16
$249K 0.47%
908
-252
17
$232K 0.44%
854
+18
18
$210K 0.4%
672
-136
19
– –
-50,000
20
– –
-4,232
21
– –
-100,000
22
– –
-1,310
23
– –
-2,500
24
– –
-75,000
25
– –
-3,295
1
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