HIS

Harvest Investment Services Portfolio holdings

AUM $530M
1-Year Est. Return 50.73%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+50.73%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$408M
AUM Growth
+$95.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
329
New
Increased
Reduced
Closed

Top Buys

1
+$3.09M
2
+$2.62M
3
+$2.59M
4
SFM icon
Sprouts Farmers Market
SFM
+$2.56M
5
EWTX icon
Edgewise Therapeutics
EWTX
+$2.53M

Top Sells

1
+$2.43M
2
+$2.1M
3
+$2.09M
4
QQQ icon
Invesco QQQ Trust
QQQ
+$1.95M
5
AMD icon
Advanced Micro Devices
AMD
+$1.85M

Sector Composition

1 Technology 14.5%
2 Industrials 11.27%
3 Consumer Discretionary 7.34%
4 Consumer Staples 4.04%
5 Financials 3.92%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$221K 0.05%
+6,700
252
$220K 0.05%
+5,266
253
$219K 0.05%
4,343
-469
254
$218K 0.05%
+5,993
255
$218K 0.05%
2,798
+33
256
$214K 0.05%
5,810
-15
257
$214K 0.05%
4,527
+49
258
$214K 0.05%
+1,483
259
$213K 0.05%
+409
260
$212K 0.05%
1,417
-4
261
$212K 0.05%
+4,571
262
$212K 0.05%
7,550
-190
263
$209K 0.05%
+6,852
264
$206K 0.05%
+9,254
265
$205K 0.05%
1,334
+18
266
$204K 0.05%
+4,637
267
$203K 0.05%
+3,574
268
$202K 0.05%
+4,221
269
$202K 0.05%
+856
270
$201K 0.05%
+6,788
271
$201K 0.05%
13,524
-551
272
$201K 0.05%
+2,527
273
$201K 0.05%
+2,471
274
$200K 0.05%
+3,199
275
$200K 0.05%
+2,444
9 10
11
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