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 | |
|---|---|---|---|---|---|---|
51
Clorox
CLX
$12.8B
| $849K | 0.55% |
+7,075
|
|
||
52
Apple
AAPL
$4.12T
| $763K | 0.49% |
3,718
+1,600
|
|
||
53
Broadcom
AVGO
$1.84T
| $691K | 0.44% |
2,505
-841
|
|
||
|
54
Alphabet (Google) Class A
GOOGL
$3.88T
| $462K | 0.3% |
+2,620
|
|
||
55
Meta Platforms (Facebook)
META
$1.7T
| $381K | 0.25% |
+516
|
|
||
56
Eaton
ETN
$131B
| $353K | 0.23% |
+988
|
|
||
57
Amazon
AMZN
$2.45T
| $303K | 0.19% |
+1,380
|
|
||
58
GE Aerospace
GE
$300B
| $267K | 0.17% |
+1,036
|
|
||
59
Huntsman Corp
HUN
$1.74B
| – | – |
-67,893
|
|