HCM
Harvest Capital Management Portfolio holdings
AUM
$347M
1-Year Est. Return
4.08%
1 Year Est. Return
+4.08%
AUM
$314M
AUM Growth
+$41.8M
(+15%)
Holding
105
Top Buys
| 1 | +$7.09M | |
| 2 | +$5.51M | |
| 3 | +$1.79M | |
| 4 |
iShares MSCI ACWI ex US ETF
ACWX
|
+$1.7M |
| 5 |
Vanguard S&P 500 ETF
VOO
|
+$1.58M |
Top Sells
| 1 | +$6.82M | |
| 2 | +$1.59M | |
| 3 | +$1.42M | |
| 4 |
Becton Dickinson
BDX
|
+$863K |
| 5 |
Berkshire Hathaway Class A
BRK.A
|
+$612K |
Sector Composition
| 1 | Healthcare | 3.78% |
| 2 | Financials | 2.68% |
| 3 | Technology | 1.74% |
| 4 | Energy | 1.6% |
| 5 | Consumer Staples | 1.27% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
101
Medtronic
MDT
$123B
| $200K | 0.06% |
+2,198
|
|
||
102
GE Aerospace
GE
$326B
| $170K | 0.05% |
3,410
-136
|
|
||
|
103
Berkshire Hathaway Class A
BRK.A
$1.07T
| – | – |
-2
|
|
||
104
WisdomTree Europe SmallCap Dividend Fund
DFE
$178M
| – | – |
-26,659
|
|
||
105
Global X MLP ETF
MLPA
$1.78B
| – | – |
-148,155
|
|