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
$260M
AUM Growth
-$27.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
147
New
Increased
Reduced
Closed

Top Buys

1
+$3.11M
2
+$3.09M
3
+$1.39M
4
LYB icon
LyondellBasell Industries
LYB
+$1.38M
5
TER icon
Teradyne
TER
+$1.35M

Top Sells

1
+$5.26M
2
+$3.15M
3
+$2.98M
4
JNJ icon
Johnson & Johnson
JNJ
+$2.53M
5
GXO icon
GXO Logistics
GXO
+$2.03M

Sector Composition

1 Technology 23.27%
2 Healthcare 15.33%
3 Consumer Discretionary 13.16%
4 Financials 12.33%
5 Industrials 8.96%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.65M 0.63%
97,493
+36,137
52
$1.61M 0.62%
7,120
+106
53
$1.56M 0.6%
13,939
+178
54
$1.41M 0.54%
19,364
55
$1.39M 0.53%
+13,356
56
$1.39M 0.53%
22,055
+15,072
57
$1.38M 0.53%
+13,458
58
$1.38M 0.53%
27,372
+532
59
$1.37M 0.53%
5,732
+4,614
60
$1.37M 0.53%
13,976
+931
61
$1.35M 0.52%
+11,436
62
$1.35M 0.52%
10,203
+125
63
$1.34M 0.52%
18,595
+1,152
64
$1.33M 0.51%
568
+6
65
$1.33M 0.51%
+10,104
66
$1.33M 0.51%
35,480
+550
67
$1.31M 0.5%
21,157
+1,152
68
$1.27M 0.49%
+5,918
69
$1.25M 0.48%
16,328
-1,976
70
$1.24M 0.48%
21,163
+51
71
$1.12M 0.43%
+6,584
72
$1.06M 0.41%
28,559
+478
73
$1.06M 0.41%
+4,577
74
$1.03M 0.4%
70,632
+10,083
75
$1.02M 0.39%
8,272
+256
1 2
3
4 5