HIS
Harvest Investment Services Portfolio holdings
AUM
$447M
1-Year Return
39.43%
This Quarter Return
-15.72%
1 Year Return
+39.43%
3 Year Return
+188.11%
5 Year Return
+322.62%
10 Year Return
–
AUM
$109M
AUM Growth
–
Cap. Flow
+$109M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
37.57%
Holding
124
New
124
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
Invesco QQQ Trust
QQQ
|
$5.74M |
| 2 |
SPDR Dow Jones Industrial Average ETF Trust
DIA
|
$5.63M |
| 3 |
SPDR S&P 500 ETF Trust
SPY
|
$5.17M |
| 4 |
Direxion Daily Small Cap Bull 3x Shares
TNA
|
$4.53M |
| 5 |
SPDR S&P MidCap 400 ETF Trust
MDY
|
$4.25M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Healthcare | 2.26% |
| 2 | Real Estate | 2.15% |
| 3 | Consumer Staples | 1.77% |
| 4 | Technology | 1.35% |
| 5 | Utilities | 1.18% |
