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
$136M
AUM Growth
+$1.84M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
54
New
Increased
Reduced
Closed

Top Buys

1
+$1.17M
2
+$614K
3
+$613K
4
IWM icon
iShares Russell 2000 ETF
IWM
+$359K
5
TGT icon
Target
TGT
+$326K

Top Sells

1
+$1.47M
2
+$209K
3
+$111K
4
ALSN icon
Allison Transmission
ALSN
+$94.9K
5
AAPL icon
Apple
AAPL
+$50.5K

Sector Composition

1 Financials 13.13%
2 Industrials 9.52%
3 Consumer Discretionary 8.34%
4 Technology 7.52%
5 Healthcare 5.7%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.58M 1.17%
2,007
-4
27
$1.54M 1.14%
9,918
+83
28
$1.53M 1.13%
22,898
+175
29
$1.52M 1.12%
3,264
-40
30
$1.49M 1.1%
16,999
-515
31
$1.49M 1.1%
44,086
+77
32
$1.47M 1.08%
13,799
+33
33
$1.44M 1.06%
19,461
-113
34
$1.4M 1.03%
70,405
-610
35
$1.39M 1.03%
29,320
-110
36
$1.39M 1.03%
14,551
+37
37
$1.39M 1.02%
16,511
-20
38
$1.38M 1.02%
13,297
-38
39
$1.34M 0.99%
3,884
+81
40
$1.32M 0.98%
9,675
+40
41
$1.29M 0.95%
16,436
+155
42
$1.26M 0.93%
8,485
+2,205
43
$1.25M 0.92%
9,041
+57
44
$1.25M 0.92%
18,216
+243
45
$1.25M 0.92%
43,926
+57
46
$1.21M 0.89%
29,180
+1,387
47
$1.17M 0.86%
+6,377
48
$1.17M 0.86%
39,568
-18
49
$1.06M 0.78%
29,196
+1,177
50
$1.05M 0.77%
46,081
+841
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2
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