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
$136M
AUM Growth
+$1.84M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
54
New
Increased
Reduced
Closed

Top Buys

1
+$1.17M
2
+$614K
3
+$613K
4
IWM icon
iShares Russell 2000 ETF
IWM
+$359K
5
TGT icon
Target
TGT
+$326K

Top Sells

1
+$1.47M
2
+$209K
3
+$111K
4
ALSN icon
Allison Transmission
ALSN
+$94.9K
5
AAPL icon
Apple
AAPL
+$50.5K

Sector Composition

1 Financials 13.13%
2 Industrials 9.52%
3 Consumer Discretionary 8.34%
4 Technology 7.52%
5 Healthcare 5.7%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.03M 0.76%
10,102
+535
52
$614K 0.45%
+2,295
53
$613K 0.45%
+1,225
54
– –
-16,313
1 2
3