GA

Gagnon Advisors Portfolio holdings

AUM $158M
1-Year Est. Return 19.38%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+19.38%
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 +$8.88M
2 +$4.64M
3 +$4.19M
4
HZO icon
MarineMax
HZO
+$3.87M
5
VERX icon
Vertex
VERX
+$2.05M

Top Sells

1 +$11.7M
2 +$4.62M
3 +$431K

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
$1.2B
-180,405