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
51
$965K 0.35%
38,000
-500
52
$963K 0.35%
5,980
53
$913K 0.33%
7,170
-419
54
$854K 0.31%
5,200
+200
55
$840K 0.3%
+3,000
56
$837K 0.3%
3,000
57
$771K 0.28%
2
58
$754K 0.27%
6,500
59
$594K 0.22%
41,300
+2,300
60
$508K 0.18%
2,400
+100
61
$467K 0.17%
20,456
-181,339
62
$455K 0.17%
7,000
63
$440K 0.16%
2,000
64
$440K 0.16%
+12,940
65
$431K 0.16%
3,250
+500
66
$419K 0.15%
3,100
67
$401K 0.15%
6,900
68
$382K 0.14%
1,200
+100
69
$375K 0.14%
+5,500
70
$358K 0.13%
13,716
+1
71
$352K 0.13%
4,805
+865
72
$345K 0.13%
+7,000
73
$304K 0.11%
2,500
74
$303K 0.11%
1,500
75
$270K 0.1%
+1,667
1 2
3
4