HHAA
Henry H. Armstrong Associates Portfolio holdings
AUM
$1.06B
1-Year Return
18.51%
This Quarter Return
-0.47%
1 Year Return
+18.51%
3 Year Return
+74.75%
5 Year Return
+130.25%
10 Year Return
+302.15%
AUM
$731K
AUM Growth
-$648M
(-100%)
Cap. Flow
-$1.09M
Cap. Flow
% of AUM
-148.6%
Top 10 Holdings %
Top 10 Hldgs %
89.59%
Holding
54
New
3
Increased
6
Reduced
25
Closed
2
Top Buys
| 1 |
SM Energy
SM
|
$125K |
| 2 |
Berkshire Hathaway Class B
BRK.B
|
$489 |
| 3 |
Walmart
WMT
|
$211 |
| 4 |
Exxon Mobil
XOM
|
$148 |
| 5 |
Costco
COST
|
$114 |
Top Sells
| 1 |
CERN
Cerner Corp
CERN
|
$601K |
| 2 |
AGN
Allergan plc
AGN
|
$540K |
| 3 |
Microsoft
MSFT
|
$13.5K |
| 4 |
Berkshire Hathaway Class A
BRK.A
|
$12.4K |
| 5 |
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% |