HCM
Harvest Capital Management Portfolio holdings
AUM
$347M
1-Year Return
4.08%
This Quarter Return
+4.29%
1 Year Return
+4.08%
3 Year Return
+19.45%
5 Year Return
+15.36%
10 Year Return
–
AUM
$227M
AUM Growth
+$30.7M
(+16%)
Cap. Flow
+$23.7M
Cap. Flow
% of AUM
10.47%
Top 10 Holdings %
Top 10 Hldgs %
62.54%
Holding
88
New
12
Increased
10
Reduced
26
Closed
5
Top Buys
| 1 |
Vanguard S&P 500 ETF
VOO
|
$14.6M |
| 2 |
iShares Currency Hedged MSCI EAFE ETF
HEFA
|
$14.5M |
| 3 |
iShares Core US Aggregate Bond ETF
AGG
|
$4.54M |
| 4 |
Vanguard Total Stock Market ETF
VTI
|
$3.77M |
| 5 |
Vanguard FTSE Developed Markets ETF
VEA
|
$2.41M |
Top Sells
Sector Composition
| 1 | Healthcare | 3.27% |
| 2 | Energy | 3.07% |
| 3 | Technology | 1.69% |
| 4 | Industrials | 1.21% |
| 5 | Consumer Staples | 1.19% |
