TJHA
Thomas J. Herzfeld Advisors Portfolio holdings
AUM
$292M
1-Year Est. Return
6.87%
1 Year Est. Return
+6.87%
AUM
$259M
AUM Growth
+$7.83M
(+3.1%)
Holding
343
Top Buys
| 1 | +$6.17M | |
| 2 | +$5.99M | |
| 3 | +$4.94M | |
| 4 |
ProShares UltraShort QQQ
QID
|
+$3.34M |
| 5 |
FSCO
FS Credit Opportunities Corp
FSCO
|
+$3.03M |
Top Sells
| 1 | +$6.25M | |
| 2 | +$5.12M | |
| 3 | +$4.06M | |
| 4 |
EDD
Morgan Stanley Emerging Markets Domestic Debt Fund
EDD
|
+$3.38M |
| 5 |
Nuveen Multi-Asset Income Fund
NMAI
|
+$2.43M |
Sector Composition
| 1 | Financials | 17.7% |
| 2 | Consumer Discretionary | 2.68% |
| 3 | Industrials | 2.62% |
| 4 | Materials | 1.44% |
| 5 | Energy | 1% |