HCM

Harvey Capital Management Portfolio holdings

AUM $469M
1-Year Est. Return 35.95%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+35.95%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$303M
AUM Growth
+$27.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
87
New
Increased
Reduced
Closed

Top Buys

1
+$3.09M
2
+$2.83M
3
+$2.4M
4
URI icon
United Rentals
URI
+$2.38M
5
FIS icon
Fidelity National Information Services
FIS
+$2.24M

Top Sells

1
+$3.67M
2
+$3.1M
3
+$1.77M
4
IBDM
iShares iBonds Dec 2021 Term Corporate ETF
IBDM
+$1.53M
5
IBDN
iShares iBonds Dec 2022 Term Corporate ETF
IBDN
+$1.11M

Sector Composition

1 Technology 28.98%
2 Financials 15.19%
3 Consumer Discretionary 14.4%
4 Communication Services 14.29%
5 Healthcare 10.19%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$241K 0.08%
1,000
+250
77
$220K 0.07%
+1,200
78
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-13,716
79
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-15,481
80
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-38,000
81
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-2,500
82
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-6,500
83
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-2,000
84
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-1,667
85
– –
-3,000
86
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-43,450
87
– –
-61,520
1 2 3
4