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
251
$406K 0.03%
22,899
-2,736
252
$404K 0.03%
4,522
+1,682
253
$404K 0.03%
3,514
-2,932
254
$397K 0.03%
9,984
+6,570
255
$397K 0.03%
+8,405
256
$392K 0.03%
15,241
+5,593
257
$391K 0.03%
1,539
+628
258
$386K 0.03%
7,155
+80
259
$385K 0.03%
50,243
-1,739
260
$384K 0.03%
8,138
+4,153
261
$383K 0.03%
9,365
+8,435
262
$378K 0.03%
5,471
+5,276
263
$376K 0.03%
+1,180
264
$375K 0.03%
+6,367
265
$369K 0.03%
2,303
266
$366K 0.03%
5,747
+3,038
267
$363K 0.03%
5,723
-1,672
268
$359K 0.03%
3,063
+1,512
269
$352K 0.03%
3,197
-1,462
270
$349K 0.03%
118
+14
271
$343K 0.02%
3,988
+2,728
272
$342K 0.02%
4,873
+1,106
273
$341K 0.02%
2,286
274
$340K 0.02%
3,389
+2,185
275
$338K 0.02%
3,942
+2,321
9 10
11
12 13