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
$1.11B
AUM Growth
+$472M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
802
New
Increased
Reduced
Closed

Top Buys

1
+$30.3M
2
+$21.6M
3
+$20.5M
4
NVDA icon
NVIDIA
NVDA
+$20.4M
5
AMZN icon
Amazon
AMZN
+$19.1M

Top Sells

1
+$10.8M
2
+$10M
3
+$6.36M
4
BABA icon
Alibaba
BABA
+$1.61M
5
UNH icon
UnitedHealth
UNH
+$840K

Sector Composition

1 Technology 39.74%
2 Consumer Discretionary 17.6%
3 Communication Services 13.2%
4 Consumer Staples 10.84%
5 Healthcare 5.44%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$277K 0.02%
2,737
+411
277
$276K 0.02%
1,852
+1,791
278
$275K 0.02%
2,641
+1,079
279
$269K 0.02%
776
-275
280
$267K 0.02%
3,767
+1,684
281
$265K 0.02%
8,306
+5,255
282
$263K 0.02%
5,806
-960
283
$262K 0.02%
6,894
+4,969
284
$261K 0.02%
1,856
+1,784
285
$260K 0.02%
9,918
286
$260K 0.02%
+18,589
287
$259K 0.02%
590
288
$259K 0.02%
+2,077
289
$259K 0.02%
+4,536
290
$256K 0.02%
2,565
+2,540
291
$252K 0.02%
1,232
-389
292
$249K 0.02%
1,870
+1,806
293
$249K 0.02%
2,226
+1,730
294
$249K 0.02%
1,810
+1,760
295
$248K 0.02%
2,840
+2,729
296
$247K 0.02%
8,400
+8,387
297
$245K 0.02%
+591
298
$245K 0.02%
8,879
+2,420
299
$240K 0.02%
+9,648
300
$239K 0.02%
1,792
-77
10 11
12
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