LHA

Little Harbor Advisors Portfolio holdings

AUM $169M
1-Year Est. Return 11.42%
This Quarter Est. Return
1 Year Est. Return
+11.42%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$100M
AUM Growth
-$22.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4
New
Increased
Reduced
Closed

Top Buys

1
+$2.6M

Top Sells

1
+$31.6M
2
+$2.01M
3
+$169K

Sector Composition

Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$96.5M 96%
235,649
-77,182
2
$2.6M 2.58%
+11,171
3
$1.42M 1.42%
4,434
-527
4
– –
-8,850