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
76
$758K 0.31%
12,010
+270
77
$742K 0.3%
5,543
+51
78
$728K 0.3%
14,632
+6,290
79
$664K 0.27%
2,891
-9
80
$645K 0.26%
45,228
-1,172
81
$625K 0.25%
5,387
+1
82
$537K 0.22%
3,622
+35
83
$486K 0.2%
8,656
84
$482K 0.2%
2,426
85
$450K 0.18%
2,075
-18
86
$440K 0.18%
1,530
+52
87
$439K 0.18%
3,135
-36
88
$436K 0.18%
6,983
+3,100
89
$426K 0.17%
3,813
-150
90
$405K 0.16%
+4,000
91
$395K 0.16%
1,120
-170
92
$370K 0.15%
13,987
93
$363K 0.15%
1,366
-80
94
$349K 0.14%
2,588
-15
95
$348K 0.14%
5,880
96
$343K 0.14%
+4,896
97
$341K 0.14%
3,453
98
$335K 0.14%
7,020
-40
99
$331K 0.13%
+3,630
100
$327K 0.13%
+4,021
2 3
4
5 6