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
$875M
AUM Growth
-$30M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
58
New
Increased
Reduced
Closed

Top Buys

1 +$234K
2 +$65.2K
3 +$51.2K
4
EXPD icon
Expeditors International
EXPD
+$25.8K
5
UNP icon
Union Pacific
UNP
+$16.9K

Top Sells

1 +$943K
2 +$471K
3 +$428K
4
MDT icon
Medtronic
MDT
+$410K
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$406K

Sector Composition

1 Financials 41.53%
2 Technology 32.19%
3 Healthcare 9.88%
4 Consumer Staples 8.58%
5 Industrials 2.33%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
$234K 0.03%
+870
52
$231K 0.03%
1,367
53
$225K 0.03%
525
54
$212K 0.02%
4,070
55
$112K 0.01%
16,036
56
$18.6K ﹤0.01%
10,209
57
-2,590