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
301
$266K 0.01%
+4,829
302
$265K 0.01%
2,656
-70
303
$256K 0.01%
2,441
-2,159
304
$254K 0.01%
1,045
+63
305
$248K 0.01%
465
-826
306
$247K 0.01%
72,000
+61,579
307
$245K 0.01%
2,228
-694
308
$242K 0.01%
5,421
-8,984
309
$230K 0.01%
3,147
-2,963
310
$230K 0.01%
+7,050
311
$229K 0.01%
+16,824
312
$225K 0.01%
1,779
313
$221K 0.01%
+3,100
314
$220K 0.01%
1,796
+1,780
315
$220K 0.01%
1,565
-1,173
316
$220K 0.01%
1,896
317
$214K 0.01%
1,063
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318
$213K 0.01%
6,962
319
$210K 0.01%
1,172
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320
$207K 0.01%
5,630
-6,200
321
$204K 0.01%
+6,588
322
$202K 0.01%
2,391
-878
323
$202K 0.01%
2,846
+1,833
324
$200K 0.01%
4,429
+4,306
325
$200K 0.01%
540
11 12
13
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