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
$237M
AUM Growth
-$7.57M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
326
New
Increased
Reduced
Closed

Top Buys

1
+$2.34M
2
+$1.88M
3
+$1.88M
4
AR icon
Antero Resources
AR
+$1.72M
5
TSLA icon
Tesla
TSLA
+$1.63M

Top Sells

1
+$6.3M
2
+$4.17M
3
+$1.7M
4
FYX icon
First Trust Small Cap Core AlphaDEX Fund
FYX
+$1.65M
5
FNX icon
First Trust Mid Cap Core AlphaDEX Fund
FNX
+$1.63M

Sector Composition

1 Technology 12.65%
2 Consumer Discretionary 10.47%
3 Industrials 6.45%
4 Healthcare 5.02%
5 Financials 4.11%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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