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
$393M
AUM Growth
+$31.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
132
New
Increased
Reduced
Closed

Top Buys

1 +$1.54M
2 +$838K
3 +$583K
4
RMD icon
ResMed
RMD
+$563K
5
APD icon
Air Products & Chemicals
APD
+$497K

Top Sells

1 +$1.64M
2 +$1.38M
3 +$1.16M
4
NVDA icon
NVIDIA
NVDA
+$1.02M
5
HRL icon
Hormel Foods
HRL
+$907K

Sector Composition

1 Financials 33.59%
2 Technology 9.81%
3 Industrials 8.67%
4 Healthcare 4.49%
5 Consumer Staples 4.46%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
126
-22,122
127
-51,124
128
-2,527
129
-2,121
130
-3,448
131
-40,290
132
-15,046