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
$668M
AUM Growth
+$64.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
59
New
Increased
Reduced
Closed

Top Buys

1 +$694K
2 +$568K
3 +$483K
4
APD icon
Air Products & Chemicals
APD
+$307K
5
PG icon
Procter & Gamble
PG
+$274K

Top Sells

1 +$3.06M
2 +$1.87M
3 +$1.22M
4
FWONK icon
Liberty Media Series C
FWONK
+$926K
5
KMX icon
CarMax
KMX
+$896K

Sector Composition

1 Financials 33.81%
2 Technology 32.8%
3 Healthcare 15.85%
4 Consumer Staples 10.29%
5 Industrials 2.15%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
$240K 0.04%
775
-190
52
$229K 0.03%
5,742
53
$219K 0.03%
+8,450
54
$207K 0.03%
1,700
55
-10,658
56
-4,054
57
-35,168