HCM

Harvest Capital Management Portfolio holdings

AUM $347M
1-Year Est. Return 4.08%
This Quarter Est. Return
1 Year Est. Return
+4.08%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$347M
AUM Growth
+$32.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
106
New
Increased
Reduced
Closed

Top Buys

1 +$20.7M
2 +$4.17M
3 +$2M
4
ACWX icon
iShares MSCI ACWI ex US ETF
ACWX
+$1.58M
5
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$1.24M

Sector Composition

1 Healthcare 3.28%
2 Financials 2.68%
3 Technology 1.62%
4 Consumer Staples 1.22%
5 Energy 1.11%