FH
Financial Harvest Portfolio holdings
AUM
$134M
This Quarter Return
+7.93%
1 Year Return
–
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$134M
AUM Growth
+$134M
(+10%)
Cap. Flow
+$12.6M
Cap. Flow
% of AUM
9.42%
Top 10 Holdings %
Top 10 Hldgs %
78.29%
Holding
105
New
53
Increased
2
Reduced
–
Closed
50
Top Buys
Top Sells
| 1 |
Toast
TOST
|
$24.5M |
| 2 |
Enact Holdings
ACT
|
$18M |
| 3 |
Innospec
IOSP
|
$12.6M |
| 4 |
Healthcare Realty
HR
|
$8.62M |
| 5 |
Corebridge Financial
CRBG
|
$8.54M |
Sector Composition
| 1 | Technology | 4.79% |
| 2 | Financials | 2.13% |
| 3 | Consumer Staples | 1.16% |
| 4 | Consumer Discretionary | 1.03% |
| 5 | Communication Services | 0.98% |
