HIS

Harvest Investment Services Portfolio holdings

AUM $447M
1-Year Est. Return 39.43%
This Quarter Est. Return
1 Year Est. Return
+39.43%
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 +$2.38M
2 +$1.94M
3 +$1.94M
4
TSLA icon
Tesla
TSLA
+$1.71M
5
AR icon
Antero Resources
AR
+$1.59M

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
326
-11,537