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
$359M
AUM Growth
-$49.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
367
New
Increased
Reduced
Closed

Top Buys

1
+$11.5M
2
+$11.5M
3
+$11.3M
4
FOCT icon
FT Vest US Equity Buffer ETF October
FOCT
+$11.1M
5
CLOI icon
VanEck CLO ETF
CLOI
+$5.97M

Top Sells

1
+$6.06M
2
+$5.47M
3
+$5.14M
4
AVGO icon
Broadcom
AVGO
+$4.93M
5
FIX icon
Comfort Systems
FIX
+$4.29M

Sector Composition

1 Technology 8.76%
2 Industrials 6.9%
3 Consumer Staples 4.98%
4 Financials 4.26%
5 Healthcare 3.38%
Name Market Value Portfolio Weight Shares or Principal Change
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