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
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