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
$134M
AUM Growth
+$9.12M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
53
New
Increased
Reduced
Closed

Top Buys

1 +$1.43M
2 +$598K
3 +$421K
4
TGT icon
Target
TGT
+$392K
5
PII icon
Polaris
PII
+$308K

Top Sells

1 +$1.68M
2 +$1.11M
3 +$658K
4
QQQ icon
Invesco QQQ Trust
QQQ
+$295K
5
ABBV icon
AbbVie
ABBV
+$60.1K

Sector Composition

1 Financials 13.62%
2 Industrials 10.01%
3 Consumer Discretionary 9.76%
4 Technology 6.82%
5 Healthcare 6.13%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
$1.11M 0.83%
6,280
+2,210
52
-36,433
53
-13,518