GA
Gagnon Advisors Portfolio holdings
AUM
$149M
This Quarter Return
+1.84%
1 Year Return
+46.39%
3 Year Return
+115.05%
5 Year Return
+221.31%
10 Year Return
+1,145.67%
AUM
$118M
AUM Growth
+$118M
(+4.3%)
Cap. Flow
+$7.66M
Cap. Flow
% of AUM
6.47%
Top 10 Holdings %
Top 10 Hldgs %
63.57%
Holding
28
New
5
Increased
5
Reduced
3
Closed
3
Top Buys
| 1 |
Navigator Holdings
NVGS
|
$11.5M |
| 2 |
Suncor Energy
SU
|
$3.53M |
| 3 |
NVDQ
Novadaq Technologies Inc.
NVDQ
|
$3.12M |
| 4 |
WPX
WPX Energy, Inc.
WPX
|
$2.24M |
| 5 |
ENZY
Enzymotec Ltd
ENZY
|
$1.59M |
Top Sells
| 1 |
GFN
General Finance Corporation
GFN
|
$8.5M |
| 2 |
Equinix
EQIX
|
$3.82M |
| 3 |
MKTO
MARKETO INC COM STK (DE)
MKTO
|
$3.82M |
| 4 |
TNGO
Tangoe, Inc.
TNGO
|
$1.46M |
| 5 |
ATHN
Athenahealth, Inc.
ATHN
|
$1.08M |
Sector Composition
| 1 | Technology | 31.1% |
| 2 | Industrials | 19.8% |
| 3 | Energy | 13.9% |
| 4 | Healthcare | 8.27% |
| 5 | Communication Services | 6.6% |