HHAA

Henry H. Armstrong Associates Portfolio holdings

AUM $1.11B
1-Year Est. Return 16.88%
This Quarter Est. Return
1 Year Est. Return
+16.88%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$524M
AUM Growth
-$4.07M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
55
New
Increased
Reduced
Closed

Top Buys

1 +$1.61M
2 +$1.46M
3 +$897K
4
UNP icon
Union Pacific
UNP
+$787K
5
INTC icon
Intel
INTC
+$764K

Top Sells

1 +$22.4M
2 +$882K
3 +$808K
4
EXPD icon
Expeditors International
EXPD
+$79.1K
5
WU icon
Western Union
WU
+$29.5K

Sector Composition

1 Financials 39.27%
2 Healthcare 24.06%
3 Technology 18.89%
4 Consumer Staples 10.94%
5 Industrials 3.46%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
$204K 0.04%
1,277
52
-3,690
53
-16,036