HCM

Harvey Capital Management Portfolio holdings

AUM $469M
1-Year Est. Return 36.59%
This Quarter Est. Return
1 Year Est. Return
+36.59%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$276M
AUM Growth
+$29.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
85
New
Increased
Reduced
Closed

Top Buys

1
+$5.23M
2
+$3.82M
3
+$3.67M
4
PYPL icon
PayPal
PYPL
+$3.31M
5
HD icon
Home Depot
HD
+$3.12M

Top Sells

1
+$7.47M
2
+$4.14M
3
+$3.63M
4
MJ icon
Amplify Alternative Harvest ETF
MJ
+$1.91M
5
ATVI
Activision Blizzard
ATVI
+$1M

Sector Composition

1 Technology 29.03%
2 Financials 15.16%
3 Consumer Discretionary 14.87%
4 Communication Services 13.69%
5 Healthcare 10.78%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$3.82M 1.39%
+8,042
27
$3.75M 1.36%
22,221
+2,921
28
$3.67M 1.33%
+15,481
29
$3.64M 1.32%
12,365
+250
30
$3.51M 1.27%
8,830
+87
31
$3.38M 1.23%
33,170
+24,700
32
$3.37M 1.22%
45,860
+943
33
$3.28M 1.19%
18,560
+100
34
$3.12M 1.13%
5,053
35
$2.88M 1.04%
+83,700
36
$2.88M 1.04%
53,200
37
$2.79M 1.01%
+104,475
38
$2.67M 0.97%
58,950
+300
39
$2.5M 0.91%
40,840
-1,200
40
$2.43M 0.88%
1,650
41
$2.11M 0.76%
19,300
+3,200
42
$1.96M 0.71%
+36,285
43
$1.69M 0.61%
9,161
+300
44
$1.64M 0.59%
11,564
+215
45
$1.6M 0.58%
17,443
-2,392
46
$1.53M 0.55%
61,520
-10,387
47
$1.41M 0.51%
15,475
+300
48
$1.32M 0.48%
24,960
49
$1.16M 0.42%
5,350
+350
50
$1.11M 0.4%
43,450
-2,000
1
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