HIM

Hotaling Investment Management Portfolio holdings

AUM $221M
1-Year Est. Return 12.77%
This Quarter Est. Return
1 Year Est. Return
-12.77%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$185M
AUM Growth
+$11.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
117
New
Increased
Reduced
Closed

Top Buys

1
+$1.62M
2
+$1.29M
3
+$811K
4
KMB icon
Kimberly-Clark
KMB
+$697K
5
KMX icon
CarMax
KMX
+$535K

Top Sells

1
+$2.29M
2
+$1.54M
3
+$1.17M
4
JNJ icon
Johnson & Johnson
JNJ
+$891K
5
T icon
AT&T
T
+$817K

Sector Composition

1 Technology 24.42%
2 Healthcare 14.39%
3 Consumer Discretionary 12.56%
4 Financials 12.25%
5 Industrials 8.13%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.23M 1.21%
15,617
-407
27
$2.22M 1.2%
8,722
+270
28
$2.18M 1.18%
19,802
+28
29
$2.15M 1.17%
20,737
-193
30
$1.98M 1.07%
19,661
-570
31
$1.94M 1.05%
41,937
-2,479
32
$1.94M 1.05%
6,987
+152
33
$1.9M 1.03%
7,557
-81
34
$1.8M 0.98%
9,160
-214
35
$1.79M 0.97%
71,800
-1,400
36
$1.77M 0.96%
17,696
-347
37
$1.76M 0.95%
4,964
+84
38
$1.76M 0.95%
43,056
+33
39
$1.67M 0.9%
6,629
+40
40
$1.63M 0.88%
3,318
+27
41
$1.61M 0.87%
7,369
-69
42
$1.6M 0.87%
938
+43
43
$1.57M 0.85%
19,454
+233
44
$1.51M 0.82%
10,278
-2
45
$1.44M 0.78%
36,074
-993
46
$1.39M 0.75%
3,543
-19
47
$1.36M 0.73%
14,419
-513
48
$1.32M 0.71%
14,368
+5,814
49
$1.29M 0.7%
+22,281
50
$1.24M 0.67%
35,687
+3,100
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