HCI

Harraden Circle Investments Portfolio holdings

AUM $514M
1-Year Est. Return 24.87%
This Quarter Est. Return
1 Year Est. Return
+24.87%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$126M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
105
New
Increased
Reduced
Closed

Top Buys

1
+$15.1M
2
+$11.8M
3
+$11.3M
4
CEP
Cantor Equity Partners
CEP
+$10.4M
5
USAR
USA Rare Earth Inc
USAR
+$8.04M

Top Sells

No sells this quarter

Sector Composition

1 Financials 49.55%
2 Healthcare 6.57%
3 Materials 6.39%
4 Energy 4.01%
5 Industrials 2.27%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$82.4K 0.07%
+748,555
77
$80.7K 0.06%
+774,551
78
$75K 0.06%
+250,000
79
$74.4K 0.06%
+465,019
80
$74.1K 0.06%
+529,044
81
$69.4K 0.06%
+1,385,576
82
$59.8K 0.05%
+399,000
83
$58.9K 0.05%
+130,826
84
$58.3K 0.05%
+524,343
85
$54.4K 0.04%
+340,000
86
$54.1K 0.04%
+36,095
87
$52.1K 0.04%
+929,466
88
$45.2K 0.04%
+173,857
89
$42.5K 0.03%
+540,198
90
$35.7K 0.03%
+721,255
91
$32.8K 0.03%
+1,009,490
92
$31.7K 0.03%
+264,329
93
$17.6K 0.01%
+584,200
94
$17.1K 0.01%
+47,500
95
$16.6K 0.01%
+1,150,000
96
$15.2K 0.01%
+233,750
97
$14.7K 0.01%
+421,359
98
$10.7K 0.01%
+488,400
99
$10.3K 0.01%
+542,413
100
$6.93K 0.01%
+100,000
1 2 3
4
5