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
$106M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
52
New
Increased
Reduced
Closed

Top Sells

No sells this quarter

Sector Composition

1 Financials 13.39%
2 Consumer Discretionary 10.39%
3 Industrials 8.93%
4 Technology 8.65%
5 Healthcare 7.71%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
$868K 0.82%
+10,356
52
$593K 0.56%
+4,030