HIS
Harvest Investment Services Portfolio holdings
AUM
$447M
1-Year Return
39.43%
This Quarter Return
+9.89%
1 Year Return
+39.43%
3 Year Return
+188.11%
5 Year Return
+322.62%
10 Year Return
–
AUM
$313M
AUM Growth
+$60.8M
(+24%)
Cap. Flow
+$44.2M
Cap. Flow
% of AUM
14.12%
Top 10 Holdings %
Top 10 Hldgs %
27.69%
Holding
247
New
63
Increased
92
Reduced
59
Closed
24
Top Buys
Top Sells
| 1 |
First Trust Enhanced Short Maturity ETF
FTSM
|
$15.6M |
| 2 |
Super Micro Computer
SMCI
|
$5.43M |
| 3 |
iShares Silver Trust
SLV
|
$4.07M |
| 4 |
Tidewater
TDW
|
$2.9M |
| 5 |
Vertiv
VRT
|
$2.61M |
Sector Composition
| 1 | Technology | 13.2% |
| 2 | Industrials | 8.14% |
| 3 | Consumer Discretionary | 6.6% |
| 4 | Healthcare | 3.85% |
| 5 | Financials | 3.04% |
