HAM

Harmony Asset Management Portfolio holdings

AUM $267M
1-Year Est. Return 18.04%
This Quarter Est. Return
1 Year Est. Return
+18.04%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$239M
AUM Growth
-$3.93M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
162
New
Increased
Reduced
Closed

Top Sells

1 +$7.53M
2 +$2.72M
3 +$1.8M
4
AMT icon
American Tower
AMT
+$1.56M
5
IGV icon
iShares Expanded Tech-Software Sector ETF
IGV
+$1.51M

Sector Composition

1 Technology 31.41%
2 Healthcare 11.84%
3 Financials 9.82%
4 Energy 7.74%
5 Consumer Discretionary 6.24%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
151
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