HCM
Harvest Capital Management Portfolio holdings
AUM
$347M
This Quarter Return
+1.61%
1 Year Return
+4.08%
3 Year Return
+19.45%
5 Year Return
+15.36%
10 Year Return
–
AUM
$298M
AUM Growth
+$298M
(+16%)
Cap. Flow
+$38.5M
Cap. Flow
% of AUM
12.94%
Top 10 Holdings %
Top 10 Hldgs %
70.98%
Holding
105
New
18
Increased
26
Reduced
22
Closed
3
Top Buys
| 1 |
Invesco S&P MidCap 400 GARP ETF
GRPM
|
$16.6M |
| 2 |
Vanguard Total Stock Market ETF
VTI
|
$11.5M |
| 3 |
Tompkins Financial
TMP
|
$4.11M |
| 4 |
John Hancock Multifactor Mid Cap ETF
JHMM
|
$3.87M |
| 5 |
Vanguard S&P 500 ETF
VOO
|
$3.6M |
Top Sells
Sector Composition
| 1 | Healthcare | 3.9% |
| 2 | Financials | 3.37% |
| 3 | Energy | 2.18% |
| 4 | Technology | 1.39% |
| 5 | Industrials | 1.26% |
