HFM

Harvest Fund Management Portfolio holdings

AUM $2.66B
1-Year Est. Return 41.3%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+41.3%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$2.12B
AUM Growth
+$99.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
754
New
Increased
Reduced
Closed

Top Buys

1
+$6.84M
2
+$6.72M
3
+$4.45M
4
GLD icon
SPDR Gold Trust
GLD
+$4.42M
5
BNO icon
United States Brent Oil Fund
BNO
+$4.23M

Top Sells

1
+$24.8M
2
+$18.6M
3
+$17.1M
4
META icon
Meta Platforms (Facebook)
META
+$11.9M
5
MSFT icon
Microsoft
MSFT
+$11M

Sector Composition

1 Technology 45.72%
2 Consumer Discretionary 16.6%
3 Communication Services 14.04%
4 Healthcare 5.06%
5 Consumer Staples 4.82%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$463K 0.02%
2,588
-1,417
252
$448K 0.02%
+836
253
$441K 0.02%
8,276
254
$440K 0.02%
3,561
-7,549
255
$439K 0.02%
9,193
256
$437K 0.02%
1,635
+41
257
$434K 0.02%
39,746
-54,961
258
$433K 0.02%
3,410
259
$432K 0.02%
1,355
-589
260
$431K 0.02%
3,940
261
$429K 0.02%
1,565
-321
262
$426K 0.02%
1,957
263
$421K 0.02%
9,303
264
$417K 0.02%
2,673
-2,857
265
$414K 0.02%
2,434
+1,716
266
$410K 0.02%
2,739
-3,115
267
$394K 0.02%
6,979
+4,119
268
$389K 0.02%
+5,224
269
$386K 0.02%
1,303
+34
270
$381K 0.02%
+5,158
271
$380K 0.02%
2,001
+736
272
$375K 0.02%
+20,593
273
$371K 0.02%
+982
274
$371K 0.02%
2,040
+703
275
$366K 0.02%
+1,125
9 10
11
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