HCM
Harvest Capital Management Portfolio holdings
AUM
$347M
1-Year Return
4.08%
This Quarter Return
+4.26%
1 Year Return
+4.08%
3 Year Return
+19.45%
5 Year Return
+15.36%
10 Year Return
–
AUM
$213M
AUM Growth
+$1.07M
(+0.5%)
Cap. Flow
-$6.06M
Cap. Flow
% of AUM
-2.85%
Top 10 Holdings %
Top 10 Hldgs %
60.41%
Holding
90
New
10
Increased
20
Reduced
26
Closed
12
Top Buys
Top Sells
| 1 |
SPDR S&P Regional Banking ETF
KRE
|
$7.83M |
| 2 |
Invesco KBW Property & Casualty Insurance ETF
KBWP
|
$5.99M |
| 3 |
Vanguard Total Stock Market ETF
VTI
|
$3.87M |
| 4 |
WisdomTree US High Dividend Fund
DHS
|
$3.09M |
| 5 |
Vanguard FTSE Developed Markets ETF
VEA
|
$2.05M |
Sector Composition
| 1 | Energy | 4.63% |
| 2 | Healthcare | 3.54% |
| 3 | Technology | 1.75% |
| 4 | Industrials | 1.55% |
| 5 | Consumer Staples | 1.23% |
