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
$869M
AUM Growth
-$97.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
497
New
Increased
Reduced
Closed

Top Buys

1
+$54.6M
2
+$23.9M
3
+$20.5M
4
BNO icon
United States Brent Oil Fund
BNO
+$10.1M
5
USL icon
United States 12 Month Oil Fund,
USL
+$4.69M

Top Sells

1
+$13.3M
2
+$10.1M
3
+$6.49M
4
DQ
Daqo New Energy
DQ
+$6M
5
CRM icon
Salesforce
CRM
+$3.12M

Sector Composition

1 Consumer Staples 33.91%
2 Consumer Discretionary 26.8%
3 Communication Services 13.98%
4 Technology 10.41%
5 Industrials 1.96%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$58K 0.01%
+261
277
$58K 0.01%
505
278
$58K 0.01%
2,424
-200
279
$57K 0.01%
690
-1,156
280
$57K 0.01%
561
+290
281
$56K 0.01%
+1,892
282
$56K 0.01%
+339
283
$55K 0.01%
1,806
+842
284
$54K 0.01%
21
285
$54K 0.01%
1,000
-50
286
$53K 0.01%
2,396
+1,855
287
$53K 0.01%
1,144
288
$53K 0.01%
1,451
-900
289
$52K 0.01%
2,440
-1,300
290
$52K 0.01%
283
-306
291
$51K 0.01%
+1,532
292
$51K 0.01%
1,922
-1,050
293
$51K 0.01%
+361
294
$50K 0.01%
307
+1
295
$50K 0.01%
625
296
$50K 0.01%
+2,004
297
$50K 0.01%
531
+326
298
$49K 0.01%
1,850
+350
299
$49K 0.01%
+3,059
300
$49K 0.01%
5,600
-1,300
10 11
12
13 14