HPG

Harvest Portfolios Group Portfolio holdings

AUM $4.3B
1-Year Est. Return 16.34%
This Quarter Est. Return
1 Year Est. Return
+16.34%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$2.56B
AUM Growth
+$203M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
230
New
Increased
Reduced
Closed

Top Buys

1
+$63.7M
2
+$36.6M
3
+$14.9M
4
SPTL icon
SPDR Portfolio Long Term Treasury ETF
SPTL
+$9.92M
5
UNH icon
UnitedHealth
UNH
+$6.12M

Top Sells

1
+$20.5M
2
+$11.3M
3
+$11M
4
BSX icon
Boston Scientific
BSX
+$9.14M
5
MRK icon
Merck
MRK
+$6.6M

Sector Composition

1 Healthcare 43.82%
2 Technology 19.47%
3 Financials 6.92%
4 Consumer Discretionary 4.61%
5 Communication Services 3.97%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
– –
-131,808
227
– –
-4,700
228
– –
-10,908
229
– –
-16,819
230
– –
-45,021
6 7 8 9
10