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
76
$270K 0.1%
2,000
77
$240K 0.09%
750
-100
78
$235K 0.09%
1,125
79
– –
-150
80
– –
-11,094
81
– –
-97,581
82
– –
-17,560
83
– –
-47,806
84
– –
-20,000
85
– –
-19,201
1 2 3
4