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HI
Harper Investing Portfolio holdings
AUM
$229M
1-Year Est. Return
22.3%
This Fund
S&P 500
1 Year Est. Return
+22.3%
AUM
$229M
AUM Growth
-$3.18M
(-1.4%)
Holding
77
Top Buys
| 1 | +$3.28M | |
| 2 | +$2.74M | |
| 3 | +$2.53M | |
| 4 |
Oracle
ORCL
|
+$1.99M |
| 5 |
Meta Platforms (Facebook)
META
|
+$1.82M |
Top Sells
| 1 | +$3.14M | |
| 2 | +$3.02M | |
| 3 | +$2.66M | |
| 4 |
Vanguard Industrials ETF
VIS
|
+$1.57M |
| 5 |
Vanguard FTSE Emerging Markets ETF
VWO
|
+$1.41M |
Sector Composition
| 1 | Technology | 16.63% |
| 2 | Communication Services | 4.95% |
| 3 | Healthcare | 4.53% |
| 4 | Consumer Discretionary | 3.37% |
| 5 | Financials | 1.97% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
76
Applied Materials
AMAT
$450B
| – | – |
-1,428
|
|
||
77
Guidewire Software
GWRE
$10.2B
| – | – |
-1,150
|
|