HFM

Harvest Fund Management Portfolio holdings

AUM $2.12B
1-Year Est. Return 33.33%
This Quarter Est. Return
1 Year Est. Return
+33.33%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.38B
AUM Growth
+$268M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
785
New
Increased
Reduced
Closed

Top Buys

1
+$18.2M
2
+$12.3M
3
+$11.8M
4
AMZN icon
Amazon
AMZN
+$10.7M
5
LRCX icon
Lam Research
LRCX
+$10.6M

Top Sells

1
+$6.17M
2
+$2.62M
3
+$2.21M
4
MA icon
Mastercard
MA
+$2.11M
5
HD icon
Home Depot
HD
+$1.81M

Sector Composition

1 Technology 45.16%
2 Consumer Discretionary 16.55%
3 Communication Services 12.68%
4 Consumer Staples 8.56%
5 Healthcare 5.28%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$530K 0.04%
588
-56
227
$526K 0.04%
3,043
-3,553
228
$503K 0.04%
4,820
+10
229
$502K 0.04%
852
+337
230
$483K 0.03%
2,868
+2,361
231
$477K 0.03%
+1,950
232
$472K 0.03%
17,739
+11,302
233
$472K 0.03%
2,213
234
$469K 0.03%
+12,084
235
$468K 0.03%
1,898
+148
236
$460K 0.03%
2,226
+1,063
237
$455K 0.03%
2,602
238
$454K 0.03%
+22,514
239
$448K 0.03%
2,607
+2,216
240
$442K 0.03%
+4,324
241
$441K 0.03%
4,077
+1,765
242
$439K 0.03%
1,993
-2,202
243
$437K 0.03%
2,741
-2,001
244
$429K 0.03%
+18,449
245
$424K 0.03%
+3,966
246
$422K 0.03%
2,654
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247
$419K 0.03%
1,983
-264
248
$415K 0.03%
10,793
+5,634
249
$414K 0.03%
324
+76
250
$412K 0.03%
1,617
+193
8 9
10
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