HA

Harfst & Associates Portfolio holdings

AUM $485M
1-Year Est. Return 20.45%
This Quarter Est. Return
1 Year Est. Return
+20.45%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$248M
AUM Growth
+$93.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
106
New
Increased
Reduced
Closed

Top Buys

1 +$3.43M
2 +$3.22M
3 +$2.62M
4
SYK icon
Stryker
SYK
+$2.46M
5
SDY icon
SPDR S&P Dividend ETF
SDY
+$2.46M

Sector Composition

1 Financials 28.6%
2 Technology 8.29%
3 Healthcare 7.92%
4 Industrials 7.01%
5 Consumer Staples 6.66%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
101
$203K 0.08%
2,440
-340
102
-2,415
103
-2,688
104
-2,140
105
-4,080
106
-110