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
$556M
AUM Growth
+$31.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
54
New
Increased
Reduced
Closed

Top Buys

1 +$1.64M
2 +$979K
3 +$859K
4
INTC icon
Intel
INTC
+$757K
5
PG icon
Procter & Gamble
PG
+$715K

Top Sells

1 +$456K
2 +$275K
3 +$204K
4
MSFT icon
Microsoft
MSFT
+$134K
5
MMM icon
3M
MMM
+$99.5K

Sector Composition

1 Financials 40.43%
2 Healthcare 22.52%
3 Technology 19.5%
4 Consumer Staples 10.66%
5 Industrials 3.42%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
$248K 0.04%
14,000
52
$241K 0.04%
1,652
53
-1,277