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 | |
|---|---|---|---|---|---|---|
|
ARIS
351
DELISTED
Aris Water Solutions
ARIS
| – | – |
-25,689
|
|
||
352
Arista Networks
ANET
$155B
| – | – |
-14,704
|
|
||
353
Ameren
AEE
$28.4B
| – | – |
-2,009
|
|
||
354
ACI Worldwide
ACIW
$4.77B
| – | – |
-5,276
|
|
||
355
American Coastal Insurance
ACIC
$568M
| – | – |
-8,734
|
|