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
126
– –
-2,978
127
– –
-1,559
128
– –
-3,125
129
– –
-19,666
130
– –
-4,134
2 3 4 5
6