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
$223M
AUM Growth
+$8.39M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
126
New
Increased
Reduced
Closed

Top Buys

1 +$3.32M
2 +$1.66M
3 +$1.21M
4
TPR icon
Tapestry
TPR
+$1.13M
5
ULTA icon
Ulta Beauty
ULTA
+$1.06M

Top Sells

1 +$3.6M
2 +$3.52M
3 +$2.03M
4
CRM icon
Salesforce
CRM
+$1.74M
5
KMX icon
CarMax
KMX
+$1.37M

Sector Composition

1 Technology 24.06%
2 Consumer Discretionary 13.7%
3 Financials 13.59%
4 Healthcare 12.12%
5 Industrials 9.69%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
126
-2,779