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
$288M
AUM Growth
+$47.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
138
New
Increased
Reduced
Closed

Top Buys

1
+$4.97M
2
+$3.56M
3
+$2.11M
4
MRK icon
Merck
MRK
+$2.02M
5
SWK icon
Stanley Black & Decker
SWK
+$1.99M

Top Sells

1
+$3.32M
2
+$1.61M
3
+$1.18M
4
FDX icon
FedEx
FDX
+$1.14M
5
DAL icon
Delta Air Lines
DAL
+$225K

Sector Composition

1 Technology 24.19%
2 Healthcare 16.09%
3 Financials 12.81%
4 Consumer Discretionary 11.91%
5 Industrials 9.03%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$343K 0.12%
+4,021
102
$340K 0.12%
3,244
-209
103
$329K 0.11%
1,595
+73
104
$319K 0.11%
4,537
+51
105
$318K 0.11%
+3,630
106
$311K 0.11%
3,322
+90
107
$310K 0.11%
5,012
+52
108
$310K 0.11%
650
109
$307K 0.11%
2,120
110
$303K 0.11%
1,110
+30
111
$301K 0.1%
+2,568
112
$301K 0.1%
1,118
+64
113
$290K 0.1%
+897
114
$287K 0.1%
+4,000
115
$279K 0.1%
1,499
+34
116
$279K 0.1%
+1,157
117
$273K 0.09%
5,815
+238
118
$267K 0.09%
+3,110
119
$267K 0.09%
953
+61
120
$267K 0.09%
+1,964
121
$263K 0.09%
675
+27
122
$260K 0.09%
5,960
+180
123
$251K 0.09%
1,907
+49
124
$242K 0.08%
9,654
+481
125
$240K 0.08%
+5,391
2 3 4
5
6