Portfolio Holdings & Fund Performance - Thomas J. Herzfeld Advisors Inc.

List of top 200 securities held by Thomas J. Herzfeld 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: 2024Q3
Report Date Time: 2024-11-12 16:00:13
Total Holdings: 154
Assets Under Management (AUM) :
$300,053,348 ($300.05M)
Reporting Manager: Erik M. Herzfeld
Address:

119 WASHINGTON AVENUE, SUITE 504
MIAMI BEACH, FL 33139

Since : total money flow = , gains and losses =
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