HIS

Harvest Investment Services Portfolio holdings

AUM $497M
1-Year Est. Return 52.39%
This Quarter Est. Return
1 Year Est. Return
+52.39%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$313M
AUM Growth
+$60.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
247
New
Increased
Reduced
Closed

Top Buys

1
+$21M
2
+$3.12M
3
+$2.87M
4
FIIG icon
First Trust Intermediate Duration Investment Grade Corporate ETF
FIIG
+$2.82M
5
GJUN icon
FT Vest US Equity Moderate Buffer ETF June
GJUN
+$2.62M

Top Sells

1
+$15.6M
2
+$5.43M
3
+$4.07M
4
TDW icon
Tidewater
TDW
+$2.9M
5
VRT icon
Vertiv
VRT
+$2.61M

Sector Composition

1 Technology 13.2%
2 Industrials 8.14%
3 Consumer Discretionary 6.6%
4 Healthcare 3.85%
5 Financials 3.04%
Name Market Value Portfolio Weight Shares or Principal Change
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