HCS

Harvest Capital Strategies Portfolio holdings

AUM $73.7M
1-Year Est. Return 6.86%
This Quarter Est. Return
1 Year Est. Return
-6.86%
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 +$8.81M
2 +$6.37M
3 +$5.94M
4
AVTA
Avantax, Inc. Common Stock
AVTA
+$4.88M
5
KR icon
Kroger
KR
+$3.27M

Top Sells

1 +$12.8M
2 +$8.63M
3 +$7.74M
4
NUAN
Nuance Communications, Inc.
NUAN
+$6.04M
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
-14,000
52
-435,700