HCM

Harvey Capital Management Portfolio holdings

AUM $469M
1-Year Est. Return 35.94%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+35.94%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$252M
AUM Growth
-$15.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
81
New
Increased
Reduced
Closed

Top Buys

1
+$5.07M
2
+$3.18M
3
+$2.99M
4
FANG icon
Diamondback Energy
FANG
+$1.89M
5
AMZN icon
Amazon
AMZN
+$905K

Top Sells

1
+$8.93M
2
+$4.92M
3
+$3.7M
4
SKX
Skechers
SKX
+$2.52M
5
NKTR icon
Nektar Therapeutics
NKTR
+$2.4M

Sector Composition

1 Communication Services 19.95%
2 Financials 16.6%
3 Technology 14.69%
4 Consumer Discretionary 13.7%
5 Materials 12.13%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$224K 0.09%
4,000
-3,000
77
$208K 0.08%
2,000
78
– –
-219,042
79
– –
-97,255
80
– –
-64,900
81
– –
-94,415
1 2 3
4