HIS
Harvest Investment Services Portfolio holdings
AUM
$497M
1-Year Est. Return
52.39%
1 Year Est. Return
+52.39%
AUM
$447M
AUM Growth
+$88M
(+25%)
Holding
355
Top Buys
| 1 | +$3.23M | |
| 2 | +$3M | |
| 3 | +$2.41M | |
| 4 |
Howmet Aerospace
HWM
|
+$2.17M |
| 5 |
Palomar
PLMR
|
+$1.9M |
Top Sells
| 1 | +$12.2M | |
| 2 | +$2.24M | |
| 3 | +$1.98M | |
| 4 |
iShares S&P Mid-Cap 400 Value ETF
IJJ
|
+$1.76M |
| 5 |
iShares S&P Small-Cap 600 Value ETF
IJS
|
+$1.7M |
Sector Composition
| 1 | Technology | 10.39% |
| 2 | Industrials | 8.81% |
| 3 | Consumer Staples | 6.59% |
| 4 | Financials | 6.54% |
| 5 | Healthcare | 3.44% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
351
Travere Therapeutics
TVTX
$2.54B
| – | – |
-20,026
|
|
||
352
UnitedHealth
UNH
$307B
| – | – |
-423
|
|
||
353
Union Pacific
UNP
$135B
| – | – |
-879
|
|
||
354
Vornado Realty Trust
VNO
$6.45B
| – | – |
-12,662
|
|
||
355
Watsco Inc
WSO
$15.4B
| – | – |
-1,589
|
|