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
$288M
AUM Growth
+$47.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
138
New
Increased
Reduced
Closed

Top Buys

1
+$4.97M
2
+$3.56M
3
+$2.11M
4
MRK icon
Merck
MRK
+$2.02M
5
SWK icon
Stanley Black & Decker
SWK
+$1.99M

Top Sells

1
+$3.32M
2
+$1.61M
3
+$1.18M
4
FDX icon
FedEx
FDX
+$1.14M
5
DAL icon
Delta Air Lines
DAL
+$225K

Sector Composition

1 Technology 24.19%
2 Healthcare 16.09%
3 Financials 12.81%
4 Consumer Discretionary 11.91%
5 Industrials 9.03%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.99M 0.69%
+10,537
52
$1.9M 0.66%
8,533
+364
53
$1.9M 0.66%
10,085
+196
54
$1.89M 0.66%
7,014
+39
55
$1.8M 0.62%
15,538
+687
56
$1.74M 0.61%
14,531
+75
57
$1.74M 0.6%
20,265
+760
58
$1.68M 0.58%
48,100
+1,900
59
$1.66M 0.58%
13,761
+58
60
$1.64M 0.57%
26,840
+241
61
$1.53M 0.53%
18,304
62
$1.41M 0.49%
21,112
+129
63
$1.35M 0.47%
562
+4
64
$1.27M 0.44%
+61,356
65
$1.21M 0.42%
13,045
+1,695
66
$1.21M 0.42%
19,364
+2,400
67
$1.21M 0.42%
+10,078
68
$1.18M 0.41%
20,005
+940
69
$1.18M 0.41%
17,443
+2,210
70
$1.16M 0.4%
7,324
+615
71
$1.15M 0.4%
8,016
+705
72
$1.14M 0.4%
28,081
+43
73
$1.06M 0.37%
15,970
+830
74
$1.03M 0.36%
6,000
+1,600
75
$934K 0.32%
60,549
+4,800
1 2
3
4 5