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
$223M
AUM Growth
+$8.39M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
126
New
Increased
Reduced
Closed

Top Buys

1
+$3.32M
2
+$1.66M
3
+$1.21M
4
TPR icon
Tapestry
TPR
+$1.13M
5
ULTA icon
Ulta Beauty
ULTA
+$1.06M

Top Sells

1
+$3.6M
2
+$3.52M
3
+$2.03M
4
CRM icon
Salesforce
CRM
+$1.74M
5
KMX icon
CarMax
KMX
+$1.37M

Sector Composition

1 Technology 24.06%
2 Consumer Discretionary 13.7%
3 Financials 13.59%
4 Healthcare 12.12%
5 Industrials 9.69%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.43M 0.64%
13,009
+33
52
$1.43M 0.64%
44,551
+320
53
$1.41M 0.63%
19,724
+9,374
54
$1.41M 0.63%
14,862
-8,070
55
$1.3M 0.58%
7,888
+72
56
$1.28M 0.58%
551
+3
57
$1.28M 0.57%
4,134
+3,419
58
$1.25M 0.56%
34,596
-439
59
$1.22M 0.55%
5,586
+67
60
$1.22M 0.55%
18,804
-1,500
61
$1.13M 0.51%
5,082
+3,528
62
$1.13M 0.51%
+27,363
63
$1.1M 0.49%
14,939
+214
64
$1.08M 0.48%
17,111
+280
65
$1.04M 0.47%
11,506
+90
66
$1.02M 0.46%
6,721
+48
67
$1.01M 0.45%
+16,586
68
$990K 0.44%
14,930
+434
69
$963K 0.43%
+19,666
70
$945K 0.42%
17,930
-146
71
$926K 0.42%
13,928
+513
72
$905K 0.41%
+10,684
73
$867K 0.39%
14,910
-1,700
74
$798K 0.36%
+20,707
75
$764K 0.34%
5,492
+256
1 2
3
4 5