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
51
$1.21M 0.65%
14,370
+145
52
$1.21M 0.65%
20,884
53
$1.18M 0.64%
42,276
-979
54
$1.17M 0.63%
14,752
+5,502
55
$1.16M 0.62%
7,218
-80
56
$1.11M 0.6%
12,497
-96
57
$1.08M 0.58%
21,520
-420
58
$1.04M 0.56%
13,264
+8
59
$1.01M 0.55%
16,831
-1,270
60
$904K 0.49%
13,094
+136
61
$886K 0.48%
17,953
+377
62
$849K 0.46%
14,352
+2,362
63
$811K 0.44%
+13,908
64
$767K 0.41%
12,139
-205
65
$740K 0.4%
11,286
-242
66
$722K 0.39%
10,408
-952
67
$697K 0.38%
+4,720
68
$619K 0.33%
6,428
+70
69
$616K 0.33%
10,348
-197
70
$594K 0.32%
5,455
-7,304
71
$557K 0.3%
4,564
+1,600
72
$557K 0.3%
10,113
-1,622
73
$442K 0.24%
8,542
74
$421K 0.23%
3,032
-293
75
$410K 0.22%
3,528
-579
1 2
3
4 5