HAM

Honeycomb Asset Management Portfolio holdings

AUM $30.1M
1-Year Est. Return 30.07%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
-30.07%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$365M
AUM Growth
-$155M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
43
New
Increased
Reduced
Closed

Top Buys

1
+$27.6M
2
+$22.8M
3
+$19.1M
4
UBER icon
Uber
UBER
+$19.1M
5
ESTC icon
Elastic
ESTC
+$10.5M

Top Sells

1
+$39.5M
2
+$31.6M
3
+$27.1M
4
DELL icon
Dell
DELL
+$26.5M
5
ADBE icon
Adobe
ADBE
+$25.2M

Sector Composition

1 Technology 51.21%
2 Consumer Discretionary 19.04%
3 Communication Services 18.35%
4 Industrials 4.97%
5 Financials 2.42%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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