HCI

Harraden Circle Investments Portfolio holdings

AUM $546M
1-Year Est. Return 28.97%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+28.97%
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
+$11.2M
3
+$10.8M
4
CEP
Cantor Equity Partners
CEP
+$10.2M
5
USAR
USA Rare Earth Inc
USAR
+$7.77M

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
101
$6.8K 0.01%
+321,694
102
$5.34K ﹤0.01%
+398,366
103
$4.98K ﹤0.01%
+300,204
104
$4.3K ﹤0.01%
+243,070
105
$1.93K ﹤0.01%
+15,900
1 2 3 4
5