HIA
Harvest Investment Advisors Portfolio holdings
AUM
$155M
1-Year Est. Return
16.33%
1 Year Est. Return
+16.33%
AUM
$138M
AUM Growth
-$6.23M
(-4.3%)
Holding
55
Top Buys
| 1 | +$1.16M | |
| 2 | +$663K | |
| 3 | +$528K | |
| 4 |
Gentex
GNTX
|
+$415K |
| 5 |
LyondellBasell Industries
LYB
|
+$373K |
Top Sells
| 1 | +$2.34M | |
| 2 | +$1.17M | |
| 3 | +$989K | |
| 4 |
Vanguard Total Stock Market ETF
VTI
|
+$671K |
| 5 |
Vanguard S&P 500 ETF
VOO
|
+$665K |
Sector Composition
| 1 | Financials | 14.75% |
| 2 | Industrials | 10.26% |
| 3 | Healthcare | 7.17% |
| 4 | Consumer Discretionary | 6.16% |
| 5 | Technology | 4.16% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
51
Apple
AAPL
$3.82T
| $470K | 0.34% |
2,118
-289
|
|
||
52
Dine Brands
DIN
$435M
| – | – |
-32,871
|
|
||
53
Polaris
PII
$3.68B
| – | – |
-20,341
|
|
||
|
54
Vanguard S&P 500 ETF
VOO
$759B
| – | – |
-1,235
|
|
||
|
55
Vanguard Total Stock Market ETF
VTI
$545B
| – | – |
-2,315
|
|