Asset Manager
← All Institutions
Harvest Investment Advisors, LLC
Market Value
$0
Holdings
57
-1
New Purchases
0
Added To
0
Closed
57
Reduced
0
Top 10 Concentration
0%
Turnover
0%
Sector Allocation Over Time
Market Cap Concentration
| Tier | Holdings | Value | Weight |
|---|---|---|---|
| Mega Cap | 13 | $0 | 0% |
| Large Cap | 38 | $0 | 0% |
| Mid Cap | 6 | $0 | 0% |
Portfolio Analytics
Avg Market Cap
$351.8B
Median Market Cap
$77.8B
Avg P/E
29.4
Median P/E
22.4
Avg Dividend Yield
0.03%
Avg Beta
0.91
# Stocks
50
# ETFs / Funds
7
Top Holdings (57 total)
| # | Symbol | % Port | Shares | Value | Avg Price | Q/Q Value Chg | Share Chg | Chg % | Status |
|---|---|---|---|---|---|---|---|---|---|
| 1 | ABT | —% | — | — | — | -$2M | -15,369 | -100.0% | SOLD |
| 2 | BLK | —% | — | — | — | -$2M | -2,001 | -100.0% | SOLD |
| 3 | ALL | —% | — | — | — | -$2M | -10,277 | -100.0% | SOLD |
| 4 | LHX | —% | — | — | — | -$2M | -7,443 | -100.0% | SOLD |
| 5 | BMY | —% | — | — | — | -$2M | -36,770 | -100.0% | SOLD |
| 6 | GPC | —% | — | — | — | -$2M | -13,330 | -100.0% | SOLD |
| 7 | LYB | —% | — | — | — | -$2M | -40,674 | -100.0% | SOLD |
| 8 | GE | —% | — | — | — | -$319K | -1,036 | -100.0% | SOLD |
| 9 | THO | —% | — | — | — | -$2M | -18,766 | -100.0% | SOLD |
| 10 | HII | —% | — | — | — | -$3M | -8,125 | -100.0% | SOLD |
| 11 | MS | —% | — | — | — | -$3M | -17,369 | -100.0% | SOLD |
| 12 | GS | —% | — | — | — | -$4M | -4,121 | -100.0% | SOLD |
| 13 | HD | —% | — | — | — | -$2M | -4,581 | -100.0% | SOLD |
| 14 | HAL | —% | — | — | — | -$2M | -66,570 | -100.0% | SOLD |
| 15 | ABBV | —% | — | — | — | -$3M | -11,830 | -100.0% | SOLD |
| 16 | SWKS | —% | — | — | — | -$2M | -25,678 | -100.0% | SOLD |
| 17 | HSY | —% | — | — | — | -$2M | -11,107 | -100.0% | SOLD |
| 18 | WMB | —% | — | — | — | -$2M | -38,360 | -100.0% | SOLD |
| 19 | UPS | —% | — | — | — | -$1M | -13,377 | -100.0% | SOLD |
| 20 | HIG | —% | — | — | — | -$2M | -14,409 | -100.0% | SOLD |
| 21 | STT | —% | — | — | — | -$3M | -19,767 | -100.0% | SOLD |
| 22 | LMT | —% | — | — | — | -$2M | -3,709 | -100.0% | SOLD |
| 23 | DOW | —% | — | — | — | -$1M | -61,445 | -100.0% | SOLD |
| 24 | KMI | —% | — | — | — | -$2M | -72,510 | -100.0% | SOLD |
| 25 | DG | —% | — | — | — | -$2M | -15,650 | -100.0% | SOLD |
| 26 | BX | —% | — | — | — | -$2M | -15,594 | -100.0% | SOLD |
| 27 | CLX | —% | — | — | — | -$1M | -14,780 | -100.0% | SOLD |
| 28 | MAS | —% | — | — | — | -$2M | -25,698 | -100.0% | SOLD |
| 29 | SYF | —% | — | — | — | -$3M | -30,224 | -100.0% | SOLD |
| 30 | HON | —% | — | — | — | -$2M | -8,501 | -100.0% | SOLD |
| 31 | LEA | —% | — | — | — | -$2M | -17,375 | -100.0% | SOLD |
| 32 | BAH | —% | — | — | — | -$2M | -18,010 | -100.0% | SOLD |
| 33 | WHR | —% | — | — | — | -$1M | -17,765 | -100.0% | SOLD |
| 34 | GD | —% | — | — | — | -$2M | -7,062 | -100.0% | SOLD |
| 35 | RTX | —% | — | — | — | -$2M | -12,879 | -100.0% | SOLD |
| 36 | TGT | —% | — | — | — | -$2M | -21,359 | -100.0% | SOLD |
| 37 | PNC | —% | — | — | — | -$2M | -10,224 | -100.0% | SOLD |
| 38 | EMXC | —% | — | — | — | -$4M | -56,497 | -100.0% | SOLD |
| 39 | GNTX | —% | — | — | — | -$2M | -77,478 | -100.0% | SOLD |
| 40 | CSCO | —% | — | — | — | -$2M | -29,775 | -100.0% | SOLD |
| 41 | GILD | —% | — | — | — | -$2M | -14,702 | -100.0% | SOLD |
| 42 | KALU | —% | — | — | — | -$2M | -20,369 | -100.0% | SOLD |
| 43 | AAPL | —% | — | — | — | -$1M | -3,718 | -100.0% | SOLD |
| 44 | AMGN | —% | — | — | — | -$2M | -6,693 | -100.0% | SOLD |
| 45 | ETN | —% | — | — | — | -$324K | -1,018 | -100.0% | SOLD |
| 46 | NTRS | —% | — | — | — | -$2M | -16,963 | -100.0% | SOLD |
| 47 | IWM | —% | — | — | — | -$11M | -43,517 | -100.0% | SOLD |
| 48 | EEM | —% | — | — | — | -$6M | -108,969 | -100.0% | SOLD |
| 49 | QCOM | —% | — | — | — | -$2M | -12,981 | -100.0% | SOLD |
| 50 | EFA | —% | — | — | — | -$13M | -135,012 | -100.0% | SOLD |
| 51 | AVGO | —% | — | — | — | -$680K | -1,965 | -100.0% | SOLD |
| 52 | ONEQ | —% | — | — | — | -$8M | -82,214 | -100.0% | SOLD |
| 53 | GOOGL | —% | — | — | — | -$820K | -2,620 | -100.0% | SOLD |
| 54 | MSFT | —% | — | — | — | -$1M | -2,896 | -100.0% | SOLD |
| 55 | QQQ | —% | — | — | — | -$34M | -56,042 | -100.0% | SOLD |
| 56 | NXPI | —% | — | — | — | -$2M | -8,866 | -100.0% | SOLD |
| 57 | VWO | —% | — | — | — | -$5M | -100,042 | -100.0% | SOLD |