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
$112M
AUM Growth
-$5.09M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
52
New
Increased
Reduced
Closed

Top Buys

1 +$303K
2 +$152K
3 +$113K
4
IWM icon
iShares Russell 2000 ETF
IWM
+$57.1K
5
ALL icon
Allstate
ALL
+$54.3K

Top Sells

1 +$243K
2 +$160K
3 +$87.2K
4
EEM icon
iShares MSCI Emerging Markets ETF
EEM
+$66.8K
5
ALSN icon
Allison Transmission
ALSN
+$37.6K

Sector Composition

1 Financials 12.37%
2 Consumer Discretionary 10.23%
3 Technology 9.34%
4 Industrials 8.45%
5 Healthcare 6.53%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
$874K 0.78%
17,538
+6,079
52
-548