TJHA
Thomas J. Herzfeld Advisors Portfolio holdings
AUM
$296M
1-Year Est. Return
1.73%
This Fund
S&P 500
1 Year Est. Return
-1.73%
AUM
$215M
AUM Growth
+$15.6M
(+7.8%)
Holding
327
Top Buys
| 1 | +$10.1M | |
| 2 | +$3.42M | |
| 3 | +$3.17M | |
| 4 |
OXLCO
Oxford Lane Capital Corp. Term Preferred Shares, 7.50% Series 2023
OXLCO
|
+$2.82M |
| 5 |
THQ
abrdn Healthcare Opportunities Fund
THQ
|
+$2.69M |
Top Sells
| 1 | +$7.38M | |
| 2 | +$1.37M | |
| 3 | +$1.35M | |
| 4 |
CFP
CORNERSTONE PROGRESSIVE RETURN FD COM
CFP
|
+$994K |
| 5 |
DSL
DoubleLine Income Solutions Fund
DSL
|
+$875K |
Sector Composition
| 1 | Financials | 5.24% |
| 2 | Industrials | 4.66% |
| 3 | Consumer Discretionary | 3.75% |
| 4 | Consumer Staples | 2.11% |
| 5 | Materials | 1.45% |