HA

Herold Advisors Portfolio holdings

AUM $477M
1-Year Est. Return 16.4%
This Quarter Est. Return
1 Year Est. Return
+16.4%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$461M
AUM Growth
+$28.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
278
New
Increased
Reduced
Closed

Sector Composition

1 Technology 16.84%
2 Financials 10.44%
3 Healthcare 9.64%
4 Industrials 5.43%
5 Communication Services 5.36%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
276
-13,327
277
-3,000
278
-2,405