GA

Gagnon Advisors Portfolio holdings

AUM $162M
1-Year Est. Return 39.74%
This Quarter Est. Return
1 Year Est. Return
+39.74%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$162M
AUM Growth
+$13.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
26
New
Increased
Reduced
Closed

Top Buys

1 +$7.76M
2 +$3.85M
3 +$3.78M
4
DV icon
DoubleVerify
DV
+$3.75M
5
VERX icon
Vertex
VERX
+$1.75M

Top Sells

1 +$11.7M
2 +$4.62M
3 +$321K

Sector Composition

1 Healthcare 30.03%
2 Technology 26.11%
3 Industrials 19.96%
4 Energy 11.51%
5 Real Estate 5.18%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
PSIX
26
Power Solutions International
PSIX
$1.37B
-180,405