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
$185M
AUM Growth
+$11.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
117
New
Increased
Reduced
Closed

Top Buys

1
+$1.62M
2
+$1.29M
3
+$811K
4
KMB icon
Kimberly-Clark
KMB
+$697K
5
KMX icon
CarMax
KMX
+$535K

Top Sells

1
+$2.29M
2
+$1.54M
3
+$1.17M
4
JNJ icon
Johnson & Johnson
JNJ
+$891K
5
T icon
AT&T
T
+$817K

Sector Composition

1 Technology 24.42%
2 Healthcare 14.39%
3 Consumer Discretionary 12.56%
4 Financials 12.25%
5 Industrials 8.13%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$409K 0.22%
44,579
+2,821
77
$403K 0.22%
11,740
-5,800
78
$400K 0.22%
+8,502
79
$383K 0.21%
2,585
+51
80
$382K 0.21%
9,708
-8,491
81
$364K 0.2%
2,607
-33
82
$362K 0.2%
1,635
-277
83
$359K 0.19%
4,094
-7,385
84
$357K 0.19%
1,197
-55
85
$331K 0.18%
1,546
-200
86
$330K 0.18%
+3,741
87
$320K 0.17%
3,728
+581
88
$306K 0.17%
3,453
-120
89
$297K 0.16%
16,987
-890
90
$297K 0.16%
2,915
-326
91
$276K 0.15%
5,880
92
$272K 0.15%
810
-50
93
$269K 0.15%
1,718
+111
94
$248K 0.13%
+1,456
95
$245K 0.13%
+4,372
96
$241K 0.13%
2,257
-202
97
$233K 0.13%
5,138
-262
98
$223K 0.12%
+3,883
99
$219K 0.12%
2,642
-191
100
$217K 0.12%
682
-78
1 2 3
4
5