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HA

Harfst & Associates Portfolio holdings

AUM $560M
1-Year Est. Return 17.69%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+17.69%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$246M
AUM Growth
+$17.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
312
New
Increased
Reduced
Closed

Top Buys

1
+$1.21M
2
+$404K
3
+$249K
4
LOW icon
Lowe's Companies
LOW
+$164K
5
SNA icon
Snap-on
SNA
+$159K

Top Sells

1
+$2.34M
2
+$1.6M
3
+$1.16M
4
SDY icon
State Street SPDR S&P Dividend ETF
SDY
+$379K
5
LLY icon
Eli Lilly
LLY
+$176K

Sector Composition

1 Financials 32.88%
2 Healthcare 8.06%
3 Technology 8.01%
4 Consumer Staples 7.36%
5 Industrials 7.2%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$2K ﹤0.01%
36
277
$2K ﹤0.01%
70
278
$2K ﹤0.01%
+70
279
$2K ﹤0.01%
33
280
$2K ﹤0.01%
+86
281
$2K ﹤0.01%
24
282
$1K ﹤0.01%
+20
283
$1K ﹤0.01%
+296
284
$1K ﹤0.01%
84
285
$1K ﹤0.01%
+43
286
$1K ﹤0.01%
+62
287
$1K ﹤0.01%
+100
288
$1K ﹤0.01%
90
289
$1K ﹤0.01%
100
290
$1K ﹤0.01%
50
291
$1K ﹤0.01%
+65
292
$1K ﹤0.01%
+30
293
$1K ﹤0.01%
1,971
294
$1K ﹤0.01%
120
295
$1K ﹤0.01%
+22
296
$1K ﹤0.01%
+8
297
$0 ﹤0.01%
100
298
$0 ﹤0.01%
200
299
– –
-16
300
– –
-64
9 10 11
12
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