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Home > Institutional Investor > Harvest Investment Advisors, Llc > Profile

Instuitional Investor - Harvest Investment Advisors, Llc

Fund Profile
Filing Period:
Fund Name: Harvest Investment Advisors, Llc
Portfolio Value $124,603,622
Fund Holdings Sector Distribution
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Powershares Qqq Trust
 59,357 $24,307,874 19.5%
2.
Ishares Trust
 IEF 131,576 $9,914,249 7.95%
3.
Ishares Trust
 IEF 32,259 $6,474,769 5.19%
4.
Fidelity Nasdaq Composite Index Fund
 97,187 $5,757,355 4.62%
5.
Ishares Trust
 IEF 114,144 $4,589,729 3.68%
Insider Monkey Quarterly Strategy
+246.9% Insider Monkey Quarterly Strategy
+107.5% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
200%
100%
0
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Returns since its inception in May 2014 (through Feb 16th, 2024)