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SP

SmartHarvest Portfolios Portfolio holdings

AUM $240M
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
–
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$240M
AUM Growth
-$48M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
435
New
Increased
Reduced
Closed

Top Buys

1
+$679K
2
+$320K
3
+$303K
4
RELX icon
RELX
RELX
+$276K
5
SAP icon
SAP
SAP
+$273K

Top Sells

1
+$3.88M
2
+$3.42M
3
+$3.41M
4
AMZN icon
Amazon
AMZN
+$2.5M
5
IVV icon
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
PANW icon
176
Palo Alto Networks
PANW
$266B
$325K 0.14%
2,026
-685
XLV icon
177
State Street Health Care Select Sector SPDR ETF
XLV
$41.4B
$323K 0.13%
2,206
IAUX
178
i-80 Gold Corp
IAUX
$1.21B
$323K 0.13%
212,738
-735
LYG icon
179
Lloyds Banking Group
LYG
$87.2B
$323K 0.13%
64,156
+5,625
STX icon
180
Seagate
STX
$206B
$321K 0.13%
820
-222
E icon
181
ENI
E
$69.5B
$321K 0.13%
5,673
-676
DRD
182
DRDGold
DRD
$1.83B
$320K 0.13%
10,894
+43
ALL icon
183
Allstate
ALL
$64.8B
$319K 0.13%
1,539
-291
ROST icon
184
Ross Stores
ROST
$71.5B
$318K 0.13%
1,466
-51
BA icon
185
Boeing
BA
$175B
$313K 0.13%
1,572
-362
CAH icon
186
Cardinal Health
CAH
$55.2B
$311K 0.13%
1,470
-14
MPWR icon
187
Monolithic Power Systems
MPWR
$66.5B
$309K 0.13%
283
-26
INTC icon
188
Intel
INTC
$552B
$308K 0.13%
6,982
-213
LOW icon
189
Lowe's Companies
LOW
$119B
$307K 0.13%
1,300
-665
CL icon
190
Colgate-Palmolive
CL
$73.8B
$304K 0.13%
3,568
-415
UL icon
191
Unilever
UL
$133B
$304K 0.13%
5,338
+617
VCIT icon
192
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
$65.7B
$304K 0.13%
3,675
+1,134
IOT icon
193
Samsara
IOT
$21.4B
$304K 0.13%
9,591
-3,731
EFV icon
194
iShares MSCI EAFE Value ETF
EFV
$24.8B
$301K 0.13%
4,048
+384
BBVA icon
195
Banco Bilbao Vizcaya Argentaria
BBVA
$142B
$300K 0.13%
13,861
-1,147
ABVX
196
Abivax
ABVX
$12.2B
$300K 0.13%
2,696
+280
BKR icon
197
Baker Hughes
BKR
$57.1B
$300K 0.13%
4,912
-1,216
HIG icon
198
Hartford Financial Services
HIG
$38B
$298K 0.12%
2,204
-292
TURB
199
Turbo Energy
TURB
$18M
$297K 0.12%
111,105
+89,364
BNY
200
Bank of New York Mellon
BNY
$104B
$296K 0.12%
2,498
-579
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