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
$1.03B
AUM Growth
+$31.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
60
New
Increased
Reduced
Closed

Top Buys

1 +$581K
2 +$456K
3 +$393K
4
VB icon
Vanguard Small-Cap ETF
VB
+$387K
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$261K

Top Sells

1 +$3.29M
2 +$1.6M
3 +$1.07M
4
JNJ icon
Johnson & Johnson
JNJ
+$754K
5
MCO icon
Moody's
MCO
+$473K

Sector Composition

1 Financials 49.75%
2 Technology 26.53%
3 Healthcare 7.94%
4 Consumer Staples 7.72%
5 Industrials 2.71%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
$288K 0.03%
512
52
$286K 0.03%
44,215
53
$285K 0.03%
16,036
54
$282K 0.03%
3,489
55
$264K 0.03%
1,578
56
$241K 0.02%
3,175
57
$204K 0.02%
4,450
58
$15.6K ﹤0.01%
10,209
59
-2,222
60
-3,130