Portfolio Holdings & Fund Performance - Rosenthal | Henry Capital Advisors Inc.

List of top 200 securities held by Rosenthal | Henry Capital Advisors Inc.:

  1. Institutional investors with $100 million or more in holdings are required to report their portfolio holdings on a quarterly basis within 45 days of the end of a calendar quarter.
  2. The table below lists top 200 holdings for the reported quarter.
  3. Portfolio values with missing quarterly reports are assigned zero.
"Insiders might sell their shares for any number of reasons, but they buy them for only one: they think the price will rise"
- Peter Lynch
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Quarter: 2023Q4
Total Holdings: 39
Assets Under Management (AUM) :
$87,501,593 ($87.5M)
Reporting Manager: Adam Henry
Address:

4220 EDISON LAKES PARKWAY
SUITE 310
MISHAWAKA, IN 46545

Since : total money flow = , gains and losses =
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