GHA

Granite Harbor Advisors Portfolio holdings

AUM $238M
1-Year Est. Return 15.21%
This Quarter Est. Return
1 Year Est. Return
+15.21%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$124M
AUM Growth
-$4.23M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
76
New
Increased
Reduced
Closed

Top Sells

1 +$1.14M
2 +$229K
3 +$226K
4
AVGO icon
Broadcom
AVGO
+$206K
5
APH icon
Amphenol
APH
+$194K

Sector Composition

1 Consumer Discretionary 8.02%
2 Technology 7.7%
3 Communication Services 4.76%
4 Financials 3.27%
5 Healthcare 2.86%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
-11,753