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
101
$322K 0.13%
870
102
$316K 0.13%
3,045
+9
103
$282K 0.11%
2,693
+700
104
$279K 0.11%
650
105
$266K 0.11%
2,120
-40
106
$260K 0.11%
+4,000
107
$251K 0.1%
2,645
+6
108
$236K 0.1%
8,521
+19
109
$232K 0.09%
4,756
+14
110
$224K 0.09%
+4,215
111
$224K 0.09%
1,453
112
$220K 0.09%
+4,413
113
$220K 0.09%
5,079
+94
114
$215K 0.09%
+5,525
115
$215K 0.09%
513
116
$210K 0.09%
+5,371
117
$207K 0.08%
2,432
-174
118
$205K 0.08%
+2,851
119
$205K 0.08%
+4,967
120
$203K 0.08%
+837
121
$201K 0.08%
+632
122
$191K 0.08%
+17,995
123
$180K 0.07%
11,903
124
$162K 0.07%
+11,316
125
$145K 0.06%
2,154
+37
2 3 4
5
6