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
$260M
AUM Growth
-$27.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
147
New
Increased
Reduced
Closed

Top Buys

1
+$3.11M
2
+$3.09M
3
+$1.39M
4
LYB icon
LyondellBasell Industries
LYB
+$1.38M
5
TER icon
Teradyne
TER
+$1.35M

Top Sells

1
+$5.26M
2
+$3.15M
3
+$2.98M
4
JNJ icon
Johnson & Johnson
JNJ
+$2.53M
5
GXO icon
GXO Logistics
GXO
+$2.03M

Sector Composition

1 Technology 23.27%
2 Healthcare 15.33%
3 Consumer Discretionary 13.16%
4 Financials 12.33%
5 Industrials 8.96%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$168K 0.06%
+10,070
127
$161K 0.06%
11,903
-123
128
– –
-1,157
129
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-5,815
130
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-4,823
131
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-1,884
132
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-5,391
133
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-4,000
134
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-4,021
135
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-929
136
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-15,538
137
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-22,394
138
– –
-1,595
139
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-9,654
140
– –
-42,528
141
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-23,077
142
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-10,085
143
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-1,110
144
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-1,964
145
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-15,970
146
– –
-10,537
147
– –
-16,686
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6