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
$648M
AUM Growth
+$39.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
53
New
Increased
Reduced
Closed

Top Buys

1 +$984K
2 +$505K
3 +$339K
4
MDT icon
Medtronic
MDT
+$328K
5
APD icon
Air Products & Chemicals
APD
+$246K

Top Sells

1 +$2.36M
2 +$1.49M
3 +$1.28M
4
JNJ icon
Johnson & Johnson
JNJ
+$1.15M
5
BRK.A icon
Berkshire Hathaway Class A
BRK.A
+$904K

Sector Composition

1 Financials 37.64%
2 Technology 24.65%
3 Healthcare 20.01%
4 Consumer Staples 10.47%
5 Industrials 3.45%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
-3,515
52
-46,034