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
$125M
AUM Growth
+$13M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
52
New
Increased
Reduced
Closed

Top Buys

1 +$580K
2 +$216K
3 +$74.5K
4
CSCO icon
Cisco
CSCO
+$67.4K
5
DIN icon
Dine Brands
DIN
+$58K

Top Sells

1 +$602K
2 +$295K
3 +$64.8K
4
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$59.9K
5
QCOM icon
Qualcomm
QCOM
+$52.5K

Sector Composition

1 Financials 13.34%
2 Technology 9.65%
3 Consumer Discretionary 9.24%
4 Industrials 8.86%
5 Healthcare 6.11%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
$1.11M 0.89%
36,433
+147
52
$580K 0.47%
+4,070