HA
Herold Advisors Portfolio holdings
AUM
$477M
This Quarter Return
+6.63%
1 Year Return
+16.4%
3 Year Return
+70.07%
5 Year Return
–
10 Year Return
–
AUM
$327M
AUM Growth
+$327M
(+13%)
Cap. Flow
+$21.2M
Cap. Flow
% of AUM
6.5%
Top 10 Holdings %
Top 10 Hldgs %
25.96%
Holding
249
New
19
Increased
112
Reduced
63
Closed
10
Top Buys
Top Sells
| 1 |
ABB
ABB Ltd.
ABB
|
$545K |
| 2 |
Icahn Enterprises
IEP
|
$366K |
| 3 |
PayPal
PYPL
|
$327K |
| 4 |
Apple
AAPL
|
$309K |
| 5 |
Johnson Controls International
JCI
|
$226K |
Sector Composition
| 1 | Technology | 16.82% |
| 2 | Healthcare | 11.08% |
| 3 | Financials | 10.97% |
| 4 | Consumer Discretionary | 6.1% |
| 5 | Industrials | 5.55% |
