HA

Herold Advisors Portfolio holdings

AUM $432M
1-Year Est. Return 17.49%
This Quarter Est. Return
1 Year Est. Return
+17.49%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$413M
AUM Growth
+$51.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
277
New
Increased
Reduced
Closed

Top Buys

1 +$3.15M
2 +$2.81M
3 +$1.97M
4
AMZN icon
Amazon
AMZN
+$1.77M
5
MLM icon
Martin Marietta Materials
MLM
+$1.29M

Top Sells

1 +$1.24M
2 +$1.17M
3 +$1.13M
4
JPM icon
JPMorgan Chase
JPM
+$1.09M
5
FANG icon
Diamondback Energy
FANG
+$1M

Sector Composition

1 Technology 15.86%
2 Financials 11.07%
3 Healthcare 10.92%
4 Industrials 5.73%
5 Communication Services 5.03%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
276
-2,572
277
-1,200