Asset Manager
← All Institutions
Harvest Investment Advisors, LLC
Market Value
$0
-100.0%
Holdings
58
-1
New Purchases
0
Added To
0
Closed
58
Reduced
0
Top 10 Concentration
0%
Turnover
0%
Sector Allocation Over Time
Market Cap Concentration
| Tier | Holdings | Value | Weight |
|---|---|---|---|
| Mega Cap | 15 | $0 | 0% |
| Large Cap | 38 | $0 | 0% |
| Mid Cap | 5 | $0 | 0% |
Portfolio Analytics
Avg Market Cap
$421.7B
Median Market Cap
$82.9B
Avg P/E
29.7
Median P/E
22.5
Avg Dividend Yield
0.03%
Avg Beta
0.93
# Stocks
51
# ETFs / Funds
7
Top Holdings (58 total)
| # | Symbol | % Port | Shares | Value | Avg Price | Q/Q Value Chg | Share Chg | Chg % | Status |
|---|---|---|---|---|---|---|---|---|---|
| 1 | ABT | —% | — | — | — | -$2M | -13,344 | -100.0% | SOLD |
| 2 | ALL | —% | — | — | — | -$2M | -9,917 | -100.0% | SOLD |
| 3 | LHX | —% | — | — | — | -$2M | -7,569 | -100.0% | SOLD |
| 4 | BMY | —% | — | — | — | -$1M | -29,605 | -100.0% | SOLD |
| 5 | GPC | —% | — | — | — | -$2M | -12,450 | -100.0% | SOLD |
| 6 | LYB | —% | — | — | — | -$2M | -29,564 | -100.0% | SOLD |
| 7 | GE | —% | — | — | — | -$267K | -1,036 | -100.0% | SOLD |
| 8 | THO | —% | — | — | — | -$2M | -17,931 | -100.0% | SOLD |
| 9 | HII | —% | — | — | — | -$2M | -8,444 | -100.0% | SOLD |
| 10 | MS | —% | — | — | — | -$3M | -19,329 | -100.0% | SOLD |
| 11 | GS | —% | — | — | — | -$3M | -4,298 | -100.0% | SOLD |
| 12 | HD | —% | — | — | — | -$2M | -4,133 | -100.0% | SOLD |
| 13 | HAL | —% | — | — | — | -$1M | -60,645 | -100.0% | SOLD |
| 14 | ABBV | —% | — | — | — | -$2M | -11,532 | -100.0% | SOLD |
| 15 | BLK | —% | — | — | — | -$2M | -1,945 | -100.0% | SOLD |
| 16 | HSY | —% | — | — | — | -$2M | -10,967 | -100.0% | SOLD |
| 17 | WMB | —% | — | — | — | -$2M | -36,620 | -100.0% | SOLD |
| 18 | UPS | —% | — | — | — | -$2M | -16,377 | -100.0% | SOLD |
| 19 | HIG | —% | — | — | — | -$2M | -13,949 | -100.0% | SOLD |
| 20 | STT | —% | — | — | — | -$2M | -19,637 | -100.0% | SOLD |
| 21 | LMT | —% | — | — | — | -$2M | -3,389 | -100.0% | SOLD |
| 22 | DOW | —% | — | — | — | -$959K | -36,225 | -100.0% | SOLD |
| 23 | KMI | —% | — | — | — | -$2M | -66,870 | -100.0% | SOLD |
| 24 | DG | —% | — | — | — | -$1M | -12,990 | -100.0% | SOLD |
| 25 | BX | —% | — | — | — | -$2M | -14,920 | -100.0% | SOLD |
| 26 | CLX | —% | — | — | — | -$849K | -7,075 | -100.0% | SOLD |
| 27 | MAS | —% | — | — | — | -$2M | -23,875 | -100.0% | SOLD |
| 28 | SYF | —% | — | — | — | -$2M | -37,454 | -100.0% | SOLD |
| 29 | ETN | —% | — | — | — | -$353K | -988 | -100.0% | SOLD |
| 30 | LEA | —% | — | — | — | -$2M | -16,530 | -100.0% | SOLD |
| 31 | WHR | —% | — | — | — | -$2M | -15,665 | -100.0% | SOLD |
| 32 | GD | —% | — | — | — | -$2M | -6,989 | -100.0% | SOLD |
| 33 | RTX | —% | — | — | — | -$2M | -12,504 | -100.0% | SOLD |
| 34 | TGT | —% | — | — | — | -$2M | -16,654 | -100.0% | SOLD |
| 35 | PNC | —% | — | — | — | -$2M | -9,990 | -100.0% | SOLD |
| 36 | EMXC | —% | — | — | — | -$4M | -56,293 | -100.0% | SOLD |
| 37 | GNTX | —% | — | — | — | -$2M | -71,783 | -100.0% | SOLD |
| 38 | CSCO | —% | — | — | — | -$2M | -28,990 | -100.0% | SOLD |
| 39 | GILD | —% | — | — | — | -$2M | -14,032 | -100.0% | SOLD |
| 40 | AMZN | —% | — | — | — | -$303K | -1,380 | -100.0% | SOLD |
| 41 | KALU | —% | — | — | — | -$2M | -19,449 | -100.0% | SOLD |
| 42 | AAPL | —% | — | — | — | -$763K | -3,718 | -100.0% | SOLD |
| 43 | HON | —% | — | — | — | -$2M | -7,834 | -100.0% | SOLD |
| 44 | META | —% | — | — | — | -$381K | -516 | -100.0% | SOLD |
| 45 | AMGN | —% | — | — | — | -$2M | -6,376 | -100.0% | SOLD |
| 46 | NTRS | —% | — | — | — | -$2M | -16,607 | -100.0% | SOLD |
| 47 | IWM | —% | — | — | — | -$9M | -41,220 | -100.0% | SOLD |
| 48 | EEM | —% | — | — | — | -$5M | -109,628 | -100.0% | SOLD |
| 49 | QCOM | —% | — | — | — | -$2M | -12,871 | -100.0% | SOLD |
| 50 | EFA | —% | — | — | — | -$12M | -131,472 | -100.0% | SOLD |
| 51 | AVGO | —% | — | — | — | -$691K | -2,505 | -100.0% | SOLD |
| 52 | ONEQ | —% | — | — | — | -$7M | -89,379 | -100.0% | SOLD |
| 53 | GOOGL | —% | — | — | — | -$462K | -2,620 | -100.0% | SOLD |
| 54 | MSFT | —% | — | — | — | -$1M | -2,821 | -100.0% | SOLD |
| 55 | QQQ | —% | — | — | — | -$32M | -57,905 | -100.0% | SOLD |
| 56 | NXPI | —% | — | — | — | -$2M | -8,166 | -100.0% | SOLD |
| 57 | VWO | —% | — | — | — | -$5M | -98,619 | -100.0% | SOLD |
| 58 | SWKS | —% | — | — | — | -$1M | -16,618 | -100.0% | SOLD |