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
51
$1.71M 0.69%
12,879
-130
52
$1.71M 0.69%
11,332
+124
53
$1.68M 0.68%
44,905
+354
54
$1.65M 0.67%
6,979
+1,393
55
$1.63M 0.66%
19,590
-134
56
$1.61M 0.66%
19,893
+9,209
57
$1.6M 0.65%
20,650
-57
58
$1.58M 0.64%
13,541
+188
59
$1.58M 0.64%
20,310
+5,371
60
$1.57M 0.64%
6,575
+57
61
$1.52M 0.62%
+5,082
62
$1.5M 0.61%
25,005
+8,419
63
$1.45M 0.59%
7,967
+79
64
$1.42M 0.58%
36,293
+1,697
65
$1.33M 0.54%
18,304
-500
66
$1.22M 0.5%
557
+6
67
$1.2M 0.49%
27,662
+299
68
$1.14M 0.46%
17,111
69
$1.13M 0.46%
+24,745
70
$1.09M 0.44%
11,346
-160
71
$1.05M 0.43%
6,759
+38
72
$1M 0.41%
15,098
+168
73
$970K 0.39%
17,930
74
$915K 0.37%
13,896
-32
75
$827K 0.34%
14,760
-150
1 2
3
4 5