HIA

Harvest Investment Advisors Portfolio holdings

AUM $155M
1-Year Est. Return 16.33%
This Quarter Est. Return
1 Year Est. Return
+16.33%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$134M
AUM Growth
+$9.12M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
53
New
Increased
Reduced
Closed

Top Buys

1
+$1.43M
2
+$598K
3
+$421K
4
TGT icon
Target
TGT
+$392K
5
PII icon
Polaris
PII
+$308K

Top Sells

1
+$1.68M
2
+$1.11M
3
+$658K
4
QQQ icon
Invesco QQQ Trust
QQQ
+$295K
5
ABBV icon
AbbVie
ABBV
+$60.1K

Sector Composition

1 Financials 13.62%
2 Industrials 10.01%
3 Consumer Discretionary 9.76%
4 Technology 6.82%
5 Healthcare 6.13%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.63M 1.22%
16,281
+3,077
27
$1.59M 1.19%
44,009
+425
28
$1.59M 1.19%
9,835
-25
29
$1.59M 1.19%
7,448
+29
30
$1.57M 1.17%
17,514
+25
31
$1.52M 1.13%
13,335
-357
32
$1.51M 1.13%
19,574
+468
33
$1.51M 1.13%
27,793
+5,534
34
$1.5M 1.12%
3,304
+87
35
$1.49M 1.12%
13,766
+130
36
$1.48M 1.11%
14,514
-10
37
$1.48M 1.11%
38,019
+230
38
$1.47M 1.1%
16,531
+240
39
$1.47M 1.1%
16,313
+165
40
$1.47M 1.1%
29,430
+920
41
$1.46M 1.09%
3,803
-19
42
$1.43M 1.07%
+9,635
43
$1.39M 1.04%
8,984
+115
44
$1.32M 0.98%
17,973
+1,245
45
$1.3M 0.97%
71,015
+1,220
46
$1.3M 0.97%
28,019
+1,040
47
$1.3M 0.97%
43,869
+755
48
$1.18M 0.88%
45,240
+880
49
$1.17M 0.87%
39,586
+1,375
50
$1.14M 0.86%
9,567
+330
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