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
$603M
AUM Growth
+$9.33M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
53
New
Increased
Reduced
Closed

Top Buys

1 +$936K
2 +$790K
3 +$749K
4
GOOG icon
Alphabet (Google) Class C
GOOG
+$543K
5
APD icon
Air Products & Chemicals
APD
+$473K

Top Sells

1 +$1.19M
2 +$230K
3 +$220K
4
KO icon
Coca-Cola
KO
+$166K
5
GE icon
GE Aerospace
GE
+$116K

Sector Composition

1 Financials 40.66%
2 Technology 23.13%
3 Healthcare 20.33%
4 Consumer Staples 8.87%
5 Industrials 3.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
$203K 0.03%
+6,075
52
-4,450