Portfolio (Quarterly)
Guide ↗
Harfst & Associates, Inc.
· CIK 0001649147| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 1 | AKRE | PROFESIONALLY MANAGED PORTFO | — | 53,622 | $3.5M | 0.63% | SOLD |
| 2 | EXPD | EXPEDITORS INTL WASH INC | Industrials | 1,771 | $264K | 0.05% | SOLD |
| 3 | ICE | INTERCONTINENTAL EXCHANGE IN | Financial Services | 1,465 | $237K | 0.04% | SOLD |
| 4 | IWV | ISHARES TR | — | 536 | $207K | 0.04% | SOLD |
| 5 | IWP | ISHARES TR | — | 1,475 | $202K | 0.04% | SOLD |
Sector Allocation
Financial Services
56.5%
Technology
15.4%
Industrials
9.2%
Consumer Defensive
5.5%
Consumer Cyclical
4.3%
Communication Services
2.5%
Energy
2.5%
Healthcare
2.4%
Basic Materials
1.7%