HCS

Harvest Capital Strategies Portfolio holdings

AUM $73.7M
1-Year Est. Return 7.47%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
-7.47%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$71M
AUM Growth
-$279M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
49
New
Increased
Reduced
Closed

Top Buys

1
+$2.51M
2
+$2.3M
3
+$1.49M
4
OGEN icon
Oragenics
OGEN
+$1.17M
5
ELAN icon
Elanco Animal Health
ELAN
+$1.02M

Top Sells

1
+$34.8M
2
+$28.6M
3
+$25.4M
4
C icon
Citigroup
C
+$24.7M
5
QCOM icon
Qualcomm
QCOM
+$16.8M

Sector Composition

1 Consumer Staples 30.54%
2 Consumer Discretionary 24.76%
3 Materials 15.12%
4 Healthcare 12.37%
5 Technology 6.41%
Name Market Value Portfolio Weight Shares or Principal Change
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