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
$83.3M
AUM Growth
+$12.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
78
New
Increased
Reduced
Closed

Top Buys

1
+$2.55M
2
+$2.44M
3
+$2.15M
4
IBB icon
iShares Biotechnology ETF
IBB
+$1.96M
5
GTLS icon
Chart Industries
GTLS
+$1.63M

Top Sells

1
+$2.63M
2
+$1.9M
3
+$1.75M
4
NVDA icon
NVIDIA
NVDA
+$1.5M
5
CMCSA icon
Comcast
CMCSA
+$1.36M

Sector Composition

1 Technology 25.17%
2 Consumer Discretionary 18.76%
3 Industrials 16.56%
4 Healthcare 5.9%
5 Communication Services 3.13%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$3.53M 4.24%
60,256
+16,947
2
$3.37M 4.04%
31,841
-24,878
3
$3.07M 3.68%
19,252
+10,195
4
$2.86M 3.43%
30,810
+2,178
5
$2.83M 3.4%
36,585
+5,979
6
$2.55M 3.06%
+38,145
7
$2.55M 3.06%
5,930
-298
8
$2.5M 3%
15,036
-3,472
9
$2.44M 2.93%
+44,335
10
$2.42M 2.91%
1,009
+165
11
$2.23M 2.68%
26,343
+9,559
12
$2.15M 2.58%
+33,970
13
$2.06M 2.48%
27,176
+1,854
14
$1.98M 2.38%
13,700
+980
15
$1.96M 2.36%
+12,862
16
$1.83M 2.19%
35,082
+5,034
17
$1.81M 2.18%
8,377
+1,208
18
$1.71M 2.05%
7,787
-3,074
19
$1.63M 1.95%
55,250
-50,840
20
$1.55M 1.87%
35,822
+8,433
21
$1.54M 1.85%
36,028
+2,718
22
$1.53M 1.84%
9,200
+2,780
23
$1.53M 1.84%
+30,000
24
$1.53M 1.83%
8,156
+580
25
$1.49M 1.79%
6,848
+485
1
2 3 4