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HFA

Harbert Fund Advisors Portfolio holdings

AUM $3.03M
1-Year Est. Return 40.55%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+40.55%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$156M
AUM Growth
+$15.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
53
New
Increased
Reduced
Closed

Top Buys

1
+$5.09M
2
+$4.4M
3
+$3.13M
4
AMD icon
Advanced Micro Devices
AMD
+$3.12M
5
WSC icon
WillScot Mobile Mini Holdings
WSC
+$2.24M

Top Sells

1
+$2.52M
2
+$2.49M
3
+$2.49M
4
WM icon
Waste Management
WM
+$2.37M
5
V icon
Visa
V
+$2.2M

Sector Composition

1 Healthcare 32.4%
2 Technology 24.67%
3 Consumer Discretionary 19.94%
4 Industrials 12.85%
5 Communication Services 7.03%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
– –
-32,750
52
– –
-20,600
53
– –
-9,750
1 2
3