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
276
$366K 0.02%
4,503
277
$365K 0.02%
7,014
+4,318
278
$363K 0.02%
+3,661
279
$359K 0.02%
1,552
+1,115
280
$357K 0.02%
2,914
+2,310
281
$356K 0.02%
2,266
+7
282
$353K 0.02%
61,868
283
$346K 0.02%
13,408
-3,949
284
$338K 0.02%
2,023
+740
285
$334K 0.02%
2,346
+1,813
286
$330K 0.02%
2,973
-6,022
287
$329K 0.02%
2,002
+1,709
288
$312K 0.01%
3,037
+2,367
289
$310K 0.01%
1,867
-856
290
$310K 0.01%
7,687
-16,809
291
$305K 0.01%
6,872
-4,858
292
$303K 0.01%
+5,195
293
$303K 0.01%
3,084
-1,290
294
$298K 0.01%
424
295
$289K 0.01%
3,173
-8,852
296
$286K 0.01%
12,584
+10,943
297
$282K 0.01%
+11,400
298
$281K 0.01%
3,139
299
$274K 0.01%
8,568
-25,872
300
$266K 0.01%
2,500
10 11
12
13 14