HCM
Harvest Capital Management Portfolio holdings
AUM
$347M
This Quarter Return
+3.7%
1 Year Return
+4.08%
3 Year Return
+19.45%
5 Year Return
+15.36%
10 Year Return
–
AUM
$319M
AUM Growth
+$319M
(+7%)
Cap. Flow
+$10.6M
Cap. Flow
% of AUM
3.33%
Top 10 Holdings %
Top 10 Hldgs %
70.95%
Holding
106
New
4
Increased
17
Reduced
35
Closed
4
Top Buys
| 1 |
Vanguard Total Stock Market ETF
VTI
|
$3.28M |
| 2 |
John Hancock Multifactor Mid Cap ETF
JHMM
|
$2.68M |
| 3 |
Vanguard FTSE Developed Markets ETF
VEA
|
$2.29M |
| 4 |
Vanguard S&P 500 ETF
VOO
|
$1.89M |
| 5 |
iShares MSCI ACWI ex US ETF
ACWX
|
$1.54M |
Top Sells
Sector Composition
| 1 | Healthcare | 3.95% |
| 2 | Financials | 3.17% |
| 3 | Energy | 1.79% |
| 4 | Technology | 1.52% |
| 5 | Consumer Staples | 1.19% |
