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
$553M
AUM Growth
-$16M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
52
New
Increased
Reduced
Closed

Top Buys

1 +$7.96M
2 +$7.48M
3 +$5.35M
4
AVTA
Avantax, Inc. Common Stock
AVTA
+$4.56M
5
KR icon
Kroger
KR
+$3.97M

Top Sells

1 +$12.3M
2 +$9.57M
3 +$7.26M
4
NUAN
Nuance Communications, Inc.
NUAN
+$6.29M
5
PRMW
Primo Water Corporation
PRMW
+$5.92M

Sector Composition

1 Financials 31.87%
2 Technology 15.05%
3 Consumer Staples 10.8%
4 Communication Services 7.68%
5 Industrials 6.65%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
-167
52
-14,000