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Home > Institutional Investor > Hohimer Wealth Management, Llc > Profile

Instuitional Investor - Hohimer Wealth Management, Llc

Fund Profile
Filing Period:
Fund Name: Hohimer Wealth Management, Llc
Portfolio Value $394,510,766
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Microsoft Corp
 MSFT 78,895 $29,667,537 7.52%
2.
Broadcom Inc.
 AVGO 101,220 $11,298,683 2.86%
3.
Vanguard Index Fds
 31,623 $9,830,805 2.49%
4.
Apple Inc.
 AAPL 37,520 $7,223,664 1.83%
5.
Lam Research Corp
 LRCX 90,490 $7,087,720 1.79%
Insider Monkey Quarterly Strategy
+334.6% Insider Monkey Quarterly Strategy
+149.4% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through November 14th, 2024)