Portfolio (Quarterly)
Guide ↗
Harvest Investment Services, LLC
· CIK 0001591097| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 41 | GE | GE AEROSPACE | Industrials | 700 | $216K | 0.04% | SOLD |
| 42 | VYM | VANGUARD WHITEHALL FDS | — | 1,485 | $213K | 0.04% | SOLD |
| 43 | SLYG | SPDR SERIES TRUST | — | 2,199 | $207K | 0.04% | SOLD |
| 44 | EW | EDWARDS LIFESCIENCES CORP | Healthcare | 2,364 | $202K | 0.04% | SOLD |
| 45 | IJK | ISHARES TR | — | 2,065 | $200K | 0.04% | SOLD |
| 46 | PBI | PITNEY BOWES INC | Industrials | 16,854 | $178K | 0.03% | SOLD |
| 47 | MORT | VANECK ETF TRUST | — | 13,608 | $143K | 0.03% | SOLD |
| 48 | — | CITY OFFICE REIT INC | — | 16,339 | $114K | 0.02% | SOLD |
Sector Allocation
Technology
23.9%
Industrials
20.2%
Financial Services
17.1%
Healthcare
9.8%
Consumer Defensive
8.6%
Basic Materials
8.5%
Consumer Cyclical
4.8%
Energy
3.0%
Communication Services
2.2%
Real Estate
1.5%