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
276
$338K 0.02%
+6,946
277
$332K 0.02%
+18,837
278
$323K 0.02%
2,936
-556
279
$318K 0.02%
785
+490
280
$318K 0.02%
2,278
+1,227
281
$317K 0.02%
+2,303
282
$316K 0.02%
26,105
+712
283
$315K 0.02%
10,476
+10,171
284
$315K 0.02%
+10,688
285
$315K 0.02%
2,667
286
$314K 0.02%
568
-58
287
$312K 0.02%
2,204
+714
288
$311K 0.02%
2,260
-940
289
$309K 0.02%
1,020
+244
290
$307K 0.02%
10,722
+9,270
291
$306K 0.02%
3,046
-1,513
292
$304K 0.02%
4,031
+1,120
293
$303K 0.02%
+1,227
294
$297K 0.02%
5,946
+1,410
295
$294K 0.02%
3,184
-8,334
296
$292K 0.02%
+10,445
297
$285K 0.02%
+1,219
298
$281K 0.02%
6,894
299
$281K 0.02%
587
-46
300
$276K 0.02%
8,937
+1,000
10 11
12
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