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
$173M
AUM Growth
+$38.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
111
New
Increased
Reduced
Closed

Top Buys

1
+$1.72M
2
+$1.72M
3
+$1.53M
4
ARE icon
Alexandria Real Estate Equities
ARE
+$1.18M
5
EMN icon
Eastman Chemical
EMN
+$923K

Top Sells

1
+$1.09M
2
+$1.01M
3
+$827K
4
PYPL icon
PayPal
PYPL
+$685K
5
WY icon
Weyerhaeuser
WY
+$565K

Sector Composition

1 Technology 24.02%
2 Healthcare 15.43%
3 Financials 13.71%
4 Consumer Discretionary 10.71%
5 Communication Services 8.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$511K 0.29%
8,542
+840
77
$503K 0.29%
+5,743
78
$474K 0.27%
4,107
+1,040
79
$417K 0.24%
17,877
80
$416K 0.24%
2,534
+67
81
$398K 0.23%
3,325
+513
82
$393K 0.23%
2,640
-67
83
$377K 0.22%
41,758
+2,478
84
$314K 0.18%
2,964
85
$307K 0.18%
+1,746
86
$302K 0.17%
1,252
+39
87
$300K 0.17%
+1,912
88
$288K 0.17%
+8,806
89
$285K 0.16%
3,573
+120
90
$284K 0.16%
3,241
+468
91
$282K 0.16%
563
-176
92
$266K 0.15%
860
93
$265K 0.15%
5,880
94
$236K 0.14%
+2,459
95
$235K 0.14%
+2,104
96
$232K 0.13%
3,147
-308
97
$226K 0.13%
760
-163
98
$225K 0.13%
+1,607
99
$220K 0.13%
2,833
-10,651
100
$220K 0.13%
+5,400
1 2 3
4
5