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
$56.3M
AUM Growth
-$12.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
63
New
Increased
Reduced
Closed

Top Buys

1
+$2.4M
2
+$2.4M
3
+$2.1M
4
GM icon
General Motors
GM
+$2.01M
5
ZBH icon
Zimmer Biomet
ZBH
+$717K

Top Sells

1
+$4.19M
2
+$3.95M
3
+$3.63M
4
PARA
Paramount Global Class B
PARA
+$2.72M
5
SOXL icon
Direxion Daily Semiconductor Bull 3X Shares
SOXL
+$2.1M

Sector Composition

1 Consumer Discretionary 23.18%
2 Technology 19.78%
3 Industrials 15.15%
4 Healthcare 11.42%
5 Communication Services 7.58%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$4.31M 7.66%
72,901
+34,043
2
$3.99M 7.09%
38,951
-974
3
$3.64M 6.47%
33,326
+21,938
4
$2.4M 4.26%
+10,000
5
$2.1M 3.74%
+12,855
6
$1.75M 3.11%
10,160
-260
7
$1.52M 2.7%
5,223
-135
8
$1.51M 2.69%
7,515
+11
9
$1.49M 2.65%
12,220
-300
10
$1.47M 2.61%
73,440
-1,880
11
$1.31M 2.32%
4,030
-101
12
$1.22M 2.17%
19,788
+6,000
13
$1.22M 2.17%
7,516
-191
14
$1.16M 2.07%
5,597
-140
15
$1.14M 2.02%
33,467
-862
16
$1.06M 1.88%
22,418
-580
17
$1.02M 1.81%
2,930
-77
18
$988K 1.76%
14,650
-304
19
$940K 1.67%
18,866
-485
20
$922K 1.64%
3,781
-97
21
$914K 1.62%
4,485
-5,113
22
$913K 1.62%
6,237
-160
23
$892K 1.58%
3,814
-96
24
$887K 1.58%
14,011
-361
25
$864K 1.53%
6,047
-156
1
2 3