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
$156M
AUM Growth
-$115K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
126
New
Increased
Reduced
Closed

Top Buys

1 +$1.22M
2 +$1.21M
3 +$824K
4
AEP icon
American Electric Power
AEP
+$779K
5
ECL icon
Ecolab
ECL
+$776K

Top Sells

1 +$2M
2 +$1.55M
3 +$1.31M
4
FANG icon
Diamondback Energy
FANG
+$1.22M
5
DIN icon
Dine Brands
DIN
+$1.15M

Sector Composition

1 Technology 18.49%
2 Financials 16.2%
3 Healthcare 14.59%
4 Industrials 11.01%
5 Consumer Discretionary 8.23%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
126
-5,325