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SP
SmartHarvest Portfolios Portfolio holdings
AUM
$240M
This Fund
S&P 500
1 Year Est. Return
–
AUM
$240M
AUM Growth
-$48M
(-17%)
Holding
435
Top Sells
| 1 | +$3.88M | |
| 2 | +$3.42M | |
| 3 | +$3.41M | |
| 4 |
Amazon
AMZN
|
+$2.5M |
| 5 |
iShares Core S&P 500 ETF
IVV
|
+$1.89M |
Sector Composition
| 1 | Technology | 29.16% |
| 2 | Financials | 11.15% |
| 3 | Communication Services | 9.59% |
| 4 | Healthcare | 8.91% |
| 5 | Consumer Discretionary | 8.21% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
26
Lam Research
LRCX
$438B
| $1.43M | 0.6% |
6,690
-1,213
|
|
||
27
Vanguard Tax-Exempt Bond Index Fund
VTEB
$44.8B
| $1.42M | 0.59% |
28,386
+1,097
|
|
||
28
Vanguard Information Technology ETF
VGT
$144B
| $1.34M | 0.56% |
15,320
+1,080
|
|
||
|
29
iShares Core S&P 500 ETF
IVV
$896B
| $1.33M | 0.56% |
2,044
-2,770
|
|
||
30
Vanguard S&P 500 ETF
VOO
$993B
| $1.32M | 0.55% |
2,214
+1,086
|
|
||
31
Cisco
CSCO
$478B
| $1.3M | 0.54% |
16,782
-1,676
|
|
||
32
Mastercard
MA
$465B
| $1.28M | 0.53% |
2,566
-1,100
|
|
||
33
RTX Corp
RTX
$264B
| $1.27M | 0.53% |
6,572
-975
|
|
||
34
Caterpillar
CAT
$439B
| $1.24M | 0.52% |
1,748
-283
|
|
||
35
Advanced Micro Devices
AMD
$910B
| $1.22M | 0.51% |
6,011
-1,578
|
|
||
36
iShares Russell 1000 Growth ETF
IWF
$128B
| $1.22M | 0.51% |
11,420
-748
|
|
||
37
Newmont
NEM
$102B
| $1.21M | 0.51% |
11,191
-562
|
|
||
38
GE Aerospace
GE
$375B
| $1.2M | 0.5% |
4,240
-503
|
|
||
39
Oracle
ORCL
$405B
| $1.03M | 0.43% |
7,003
-1,534
|
|
||
40
Coca-Cola
KO
$359B
| $1.03M | 0.43% |
13,512
-2,655
|
|
||
41
Home Depot
HD
$342B
| $1.02M | 0.43% |
3,102
-939
|
|
||
42
Goldman Sachs
GS
$311B
| $976K | 0.41% |
1,153
-356
|
|
||
43
Tango Therapeutics
TNGX
$5.06B
| $970K | 0.4% |
46,369
+246
|
|
||
44
TSMC
TSM
$2.25T
| $969K | 0.4% |
2,868
-517
|
|
||
45
Bank of America
BAC
$423B
| $967K | 0.4% |
19,826
-4,875
|
|
||
46
Applied Materials
AMAT
$478B
| $926K | 0.39% |
2,709
-552
|
|
||
47
Uber
UBER
$152B
| $905K | 0.38% |
12,583
-1,525
|
|
||
48
KLA
KLAC
$302B
| $858K | 0.36% |
5,830
-1,210
|
|
||
49
Analog Devices
ADI
$193B
| $848K | 0.35% |
2,665
-342
|
|
||
50
Invesco QQQ Trust
QQQ
$479B
| $839K | 0.35% |
1,454
+60
|
|