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
$193M
AUM Growth
+$30M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
82
New
Increased
Reduced
Closed

Top Buys

1
+$7.88M
2
+$3.27M
3
+$2.62M
4
DXJ icon
WisdomTree Japan Hedged Equity Fund
DXJ
+$2.42M
5
XOM icon
Exxon Mobil
XOM
+$2.1M

Top Sells

1
+$1.88M
2
+$1.56M
3
+$762K
4
DHS icon
WisdomTree US High Dividend Fund
DHS
+$741K
5
KO icon
Coca-Cola
KO
+$648K

Sector Composition

1 Energy 5.45%
2 Healthcare 3.96%
3 Industrials 1.87%
4 Technology 1.8%
5 Consumer Staples 1.52%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$207K 0.11%
+2,410
77
$203K 0.11%
+3,980
78
– –
-17,110
79
– –
-4,091
80
– –
-4,987
1 2 3
4