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
$246M
AUM Growth
+$23.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
130
New
Increased
Reduced
Closed

Top Buys

1
+$1.52M
2
+$1.47M
3
+$1.46M
4
KNX icon
Knight Transportation
KNX
+$1.13M
5
TSLA icon
Tesla
TSLA
+$884K

Top Sells

1
+$1.34M
2
+$1.28M
3
+$1.28M
4
MAR icon
Marriott International
MAR
+$1.03M
5
MRVL icon
Marvell Technology
MRVL
+$963K

Sector Composition

1 Technology 22.52%
2 Financials 14.85%
3 Consumer Discretionary 13.18%
4 Healthcare 12.84%
5 Industrials 9.99%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.95M 1.2%
53,902
-771
27
$2.94M 1.2%
5,020
+32
28
$2.88M 1.17%
56,734
-2,581
29
$2.83M 1.15%
9,718
+5
30
$2.8M 1.14%
8,798
-2,864
31
$2.62M 1.06%
4,947
+29
32
$2.57M 1.05%
11,689
+48
33
$2.52M 1.02%
42,927
-72
34
$2.48M 1.01%
10,408
+65
35
$2.46M 1%
43,203
+75
36
$2.33M 0.95%
75,100
+600
37
$2.24M 0.91%
12,037
-4,571
38
$2.24M 0.91%
7,013
-7
39
$2.21M 0.9%
25,521
+100
40
$2.2M 0.9%
16,898
-6,494
41
$2.2M 0.9%
3,490
-33
42
$2.04M 0.83%
8,985
+3,903
43
$2.01M 0.82%
5,091
+4
44
$1.98M 0.8%
20,724
+125
45
$1.92M 0.78%
17,036
+13,067
46
$1.83M 0.74%
34,590
+370
47
$1.75M 0.71%
14,685
-20
48
$1.75M 0.71%
14,812
-50
49
$1.72M 0.7%
32,922
-92
50
$1.72M 0.7%
14,342
-18
1
2
3 4 5