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
$81.7M
AUM Growth
-$48.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
172
New
Increased
Reduced
Closed

Top Buys

1
+$2.33M
2
+$1.3M
3
+$1.11M
4
EQT icon
EQT Corp
EQT
+$798K
5
ARRY icon
Array Technologies
ARRY
+$792K

Top Sells

1
+$4.1M
2
+$2.37M
3
+$2.21M
4
MOS icon
The Mosaic Company
MOS
+$2.21M
5
TSLA icon
Tesla
TSLA
+$2.18M

Sector Composition

1 Energy 8.96%
2 Technology 5.98%
3 Healthcare 3.94%
4 Industrials 3.39%
5 Consumer Staples 3.18%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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