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
101
$213K 0.12%
+1,655
102
$212K 0.11%
+936
103
$211K 0.11%
+2,818
104
$201K 0.11%
+2,315
105
$160K 0.09%
11,903
-1,151
106
$66K 0.04%
2,115
+38
107
– –
-2,104
108
– –
-563
109
– –
-12,679
110
– –
-35,780
111
– –
-40,751
112
– –
-5,743
113
– –
-1,597
114
– –
-11,461
115
– –
-8,806
116
– –
-1,775
117
– –
-46,486
1 2 3 4
5