LHA

Little Harbor Advisors Portfolio holdings

AUM $200M
1-Year Est. Return 13.85%
This Quarter Est. Return
1 Year Est. Return
+13.85%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$162M
AUM Growth
-$7.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
7
New
Increased
Reduced
Closed

Top Buys

1
+$377K

Top Sells

1
+$676K

Sector Composition

Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$116M 71.36%
206,852
-1,209
2
$11.3M 6.98%
24,143
+804
3
$7.19M 4.43%
285,663
4
$7.16M 4.41%
345,705
5
$7.13M 4.4%
173,388
6
$6.9M 4.25%
151,105
7
$6.76M 4.17%
158,896