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
$731K
AUM Growth
-$648M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
54
New
Increased
Reduced
Closed

Top Buys

1 +$125K
2 +$489
3 +$211
4
XOM icon
Exxon Mobil
XOM
+$148
5
COST icon
Costco
COST
+$114

Top Sells

1 +$601K
2 +$540K
3 +$13.5K
4
BRK.A icon
Berkshire Hathaway Class A
BRK.A
+$12.4K
5
JNJ icon
Johnson & Johnson
JNJ
+$6.9K

Sector Composition

1 Financials 32.78%
2 Technology 21.32%
3 Energy 17.59%
4 Healthcare 15.39%
5 Consumer Staples 8.8%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
-3,690
52
-10,500