HIA
Harvest Investment Advisors Portfolio holdings
AUM
$155M
1-Year Est. Return
16.33%
1 Year Est. Return
+16.33%
AUM
$155M
AUM Growth
+$17M
(+12%)
Holding
59
Top Buys
| 1 | +$1.78M | |
| 2 | +$1.4M | |
| 3 | +$849K | |
| 4 |
LyondellBasell Industries
LYB
|
+$486K |
| 5 |
Alphabet (Google) Class A
GOOGL
|
+$462K |
Top Sells
| 1 | +$1.07M | |
| 2 | +$1.02M | |
| 3 | +$726K | |
| 4 |
Invesco QQQ Trust
QQQ
|
+$426K |
| 5 |
Gilead Sciences
GILD
|
+$399K |
Sector Composition
| 1 | Financials | 14.38% |
| 2 | Industrials | 9.65% |
| 3 | Technology | 6.39% |
| 4 | Consumer Discretionary | 6.21% |
| 5 | Healthcare | 5.57% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
26
Honeywell
HON
$121B
| $1.82M | 1.17% |
7,834
+13
|
|
||
27
Hershey
HSY
$37B
| $1.82M | 1.17% |
10,967
+108
|
|
||
28
Abbott
ABT
$217B
| $1.81M | 1.17% |
13,344
-180
|
|
||
29
NXP Semiconductors
NXPI
$57.4B
| $1.78M | 1.15% |
+8,166
|
|
||
30
Amgen
AMGN
$178B
| $1.78M | 1.15% |
6,376
+109
|
|
||
31
Hartford Financial Services
HIG
$36.1B
| $1.77M | 1.14% |
13,949
-5,725
|
|
||
|
32
LyondellBasell Industries
LYB
$14B
| $1.71M | 1.1% |
29,564
+8,400
|
|
||
33
United Parcel Service
UPS
$80.5B
| $1.65M | 1.06% |
16,377
+1,745
|
|
||
34
Target
TGT
$41.7B
| $1.64M | 1.06% |
16,654
+2,935
|
|
||
35
Thor Industries
THO
$5.33B
| $1.59M | 1.02% |
17,931
+500
|
|
||
36
Whirlpool
WHR
$4.27B
| $1.59M | 1.02% |
15,665
+1,568
|
|
||
37
Gentex
GNTX
$5.08B
| $1.58M | 1.02% |
71,783
+2,500
|
|
||
38
Lear
LEA
$5.59B
| $1.57M | 1.01% |
16,530
+500
|
|
||
39
Lockheed Martin
LMT
$105B
| $1.57M | 1.01% |
3,389
+21
|
|
||
|
40
Gilead Sciences
GILD
$150B
| $1.56M | 1% |
14,032
-3,600
|
|
||
41
Kaiser Aluminum
KALU
$1.7B
| $1.55M | 1% |
19,449
-310
|
|
||
42
Masco
MAS
$13.1B
| $1.54M | 0.99% |
23,875
+812
|
|
||
43
Home Depot
HD
$353B
| $1.52M | 0.97% |
4,133
+160
|
|
||
44
Genuine Parts
GPC
$18.1B
| $1.51M | 0.97% |
12,450
+240
|
|
||
45
Dollar General
DG
$29.1B
| $1.49M | 0.96% |
12,990
-170
|
|
||
46
Microsoft
MSFT
$3.59T
| $1.4M | 0.9% |
+2,821
|
|
||
47
Bristol-Myers Squibb
BMY
$106B
| $1.37M | 0.88% |
29,605
+330
|
|
||
48
Skyworks Solutions
SWKS
$10.3B
| $1.24M | 0.8% |
16,618
+430
|
|
||
49
Halliburton
HAL
$23.9B
| $1.24M | 0.8% |
60,645
+7,935
|
|
||
50
Dow Inc
DOW
$16.3B
| $959K | 0.62% |
36,225
+17,235
|
|