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
301
$274K 0.02%
36
302
$271K 0.02%
3,571
-406
303
$270K 0.02%
5,806
304
$266K 0.02%
806
-1,259
305
$265K 0.02%
1,607
-545
306
$261K 0.02%
+6,140
307
$260K 0.02%
1,648
+735
308
$257K 0.02%
+5,825
309
$256K 0.02%
1,401
+1,053
310
$252K 0.02%
12,181
+6,656
311
$250K 0.02%
1,306
-1,556
312
$249K 0.02%
2,086
+1,528
313
$248K 0.02%
18,511
314
$246K 0.02%
+3,222
315
$245K 0.02%
2,915
316
$240K 0.02%
+2,949
317
$235K 0.02%
5,017
+2,167
318
$230K 0.02%
1,318
319
$229K 0.02%
27,655
+13,032
320
$228K 0.02%
4,061
321
$227K 0.02%
+162
322
$227K 0.02%
18,589
323
$225K 0.02%
+2,686
324
$222K 0.02%
+6,341
325
$219K 0.02%
+4,043
11 12
13
14 15