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LHA

Little Harbor Advisors Portfolio holdings

AUM $168M
1-Year Est. Return 13.27%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+13.27%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$200M
AUM Growth
+$31.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
8
New
Increased
Reduced
Closed

Top Buys

1
+$15.8M
2
+$5.58M
3
+$476K

Top Sells

1
+$1.22M
2
+$189K
3
+$188K
4
SRLN icon
State Street Blackstone Senior Loan ETF
SRLN
+$188K
5
SJNK icon
State Street SPDR Bloomberg Short Term High Yield Bond ETF
SJNK
+$187K

Sector Composition

Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$150M 74.99%
225,289
+24,620
2
$15.5M 7.73%
25,778
+831
3
$5.85M 2.92%
244,536
-7,964
4
$5.82M 2.91%
154,078
-5,022
5
$5.77M 2.89%
138,861
-4,527
6
$5.76M 2.88%
225,135
-7,335
7
$5.71M 2.85%
124,536
-26,569
8
$5.66M 2.83%
+69,250