HIM
Hotaling Investment Management Portfolio holdings
AUM
$221M
This Quarter Return
+14.69%
1 Year Return
-12.77%
3 Year Return
+52.7%
5 Year Return
–
10 Year Return
–
AUM
$148M
AUM Growth
+$148M
(+20%)
Cap. Flow
+$8.46M
Cap. Flow
% of AUM
5.72%
Top 10 Holdings %
Top 10 Hldgs %
28.82%
Holding
125
New
13
Increased
45
Reduced
54
Closed
5
Top Buys
| 1 |
PayPal
PYPL
|
$1.41M |
| 2 |
Accenture
ACN
|
$1.22M |
| 3 |
Meta Platforms (Facebook)
META
|
$867K |
| 4 |
Walt Disney
DIS
|
$827K |
| 5 |
Costco
COST
|
$788K |
Top Sells
| 1 |
Equinix
EQIX
|
$804K |
| 2 |
Encompass Health
EHC
|
$515K |
| 3 |
PepsiCo
PEP
|
$503K |
| 4 |
Danaher
DHR
|
$415K |
| 5 |
LyondellBasell Industries
LYB
|
$380K |
Sector Composition
| 1 | Technology | 18.07% |
| 2 | Healthcare | 15.85% |
| 3 | Financials | 15.09% |
| 4 | Industrials | 10.97% |
| 5 | Consumer Discretionary | 8.36% |
