HAM
Harmony Asset Management Portfolio holdings
AUM
$267M
This Quarter Return
+11.49%
1 Year Return
+18.04%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$237M
AUM Growth
–
Cap. Flow
+$237M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
36.76%
Holding
134
New
134
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
Apple
AAPL
|
$14.4M |
| 2 |
Dover
DOV
|
$14M |
| 3 |
Cboe Global Markets
CBOE
|
$13.2M |
| 4 |
Microsoft
MSFT
|
$9.42M |
| 5 |
Amazon
AMZN
|
$7.07M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Technology | 23.22% |
| 2 | Financials | 16.47% |
| 3 | Healthcare | 10.39% |
| 4 | Industrials | 10.21% |
| 5 | Energy | 8.21% |
