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
$155M
AUM Growth
+$5.49M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
8
New
Increased
Reduced
Closed

Top Buys

1
+$1.01M
2
+$694K

Top Sells

1
+$1.32M

Sector Composition

Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$113M 72.67%
206,761
+1,276
2
$8.37M 5.41%
17,471
+2,100
3
$6.38M 4.12%
303,250
4
$6.36M 4.11%
152,100
5
$6.26M 4.04%
250,589
6
$6.06M 3.91%
132,551
7
$5.88M 3.8%
139,393
8
$3M 1.94%
62,985
-27,765