HFA

Harbert Fund Advisors Portfolio holdings

AUM $15.3M
1-Year Est. Return 37.29%
This Quarter Est. Return
1 Year Est. Return
+37.29%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$125M
AUM Growth
-$7.33M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
58
New
Increased
Reduced
Closed

Top Buys

1
+$5.68M
2
+$2.71M
3
+$2.14M
4
WDAY icon
Workday
WDAY
+$1.87M
5
BSX icon
Boston Scientific
BSX
+$1.87M

Top Sells

1
+$5.83M
2
+$4.29M
3
+$1.06M
4
TBCH
Turtle Beach Corp
TBCH
+$1.05M
5
VYX icon
NCR Voyix
VYX
+$650K

Sector Composition

1 Healthcare 30.83%
2 Industrials 19.45%
3 Technology 16.23%
4 Consumer Discretionary 12.8%
5 Communication Services 10.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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52
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53
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54
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55
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0
56
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-2,055
57
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-6,815
1 2
3