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
$172M
AUM Growth
+$63.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
175
New
Increased
Reduced
Closed

Top Buys

1
+$9.41M
2
+$9.41M
3
+$4.13M
4
IJK icon
iShares S&P Mid-Cap 400 Growth ETF
IJK
+$3.23M
5
AMZN icon
Amazon
AMZN
+$2.31M

Top Sells

1
+$2.05M
2
+$1.9M
3
+$1.73M
4
MBB icon
iShares MBS ETF
MBB
+$1.32M
5
EDC icon
Direxion Daily Emerging Markets Bull 3X Shares
EDC
+$923K

Sector Composition

1 Technology 7.29%
2 Healthcare 3.82%
3 Communication Services 3.65%
4 Consumer Discretionary 1.89%
5 Real Estate 1.48%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$323K 0.19%
4,059
+462
102
$323K 0.19%
+5,933
103
$323K 0.19%
12,183
104
$302K 0.18%
2,589
+79
105
$301K 0.17%
21,272
+536
106
$298K 0.17%
+8,162
107
$297K 0.17%
+11,999
108
$295K 0.17%
3,990
-9
109
$288K 0.17%
+6,740
110
$287K 0.17%
5,264
-105
111
$278K 0.16%
1,964
+4
112
$275K 0.16%
3,374
+105
113
$274K 0.16%
+8,990
114
$274K 0.16%
3,511
-40
115
$273K 0.16%
2,192
+341
116
$271K 0.16%
5,616
+656
117
$270K 0.16%
1,666
-10
118
$270K 0.16%
8,681
+27
119
$270K 0.16%
2,225
-289
120
$269K 0.16%
6,158
+378
121
$268K 0.16%
2,585
+10
122
$268K 0.16%
1,094
+37
123
$267K 0.16%
7,530
-339
124
$267K 0.16%
2,662
+58
125
$265K 0.15%
1,507
3 4
5
6 7