HIA
Harvest Investment Advisors Portfolio holdings
AUM
$176M
This Fund
S&P 500
1 Year Est. Return
–
AUM
$176M
AUM Growth
–
Holding
57
Top Buys
| 1 | +$34.4M | |
| 2 | +$12.8M | |
| 3 | +$10.7M | |
| 4 |
Fidelity Nasdaq Composite Index ETF
ONEQ
|
+$7.48M |
| 5 |
iShares MSCI Emerging Markets ETF
EEM
|
+$5.93M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Financials | 14.11% |
| 2 | Industrials | 10.35% |
| 3 | Technology | 6.32% |
| 4 | Healthcare | 6.01% |
| 5 | Consumer Discretionary | 5.79% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
51
United Parcel Service
UPS
$86.9B
| $1.33M | 0.75% |
+13,377
|
|
||
52
Whirlpool
WHR
$3.79B
| $1.28M | 0.73% |
+17,765
|
|
||
53
Apple
AAPL
$3.82T
| $1.01M | 0.57% |
+3,718
|
|
||
54
Alphabet (Google) Class A
GOOGL
$3.71T
| $820K | 0.46% |
+2,620
|
|
||
55
Broadcom
AVGO
$1.64T
| $680K | 0.39% |
+1,965
|
|
||
56
Eaton
ETN
$135B
| $324K | 0.18% |
+1,018
|
|
||
57
GE Aerospace
GE
$338B
| $319K | 0.18% |
+1,036
|
|