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HFM

Harvest Fund Management Portfolio holdings

AUM $2.35B
1-Year Est. Return 49.92%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+49.92%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$477M
AUM Growth
-$105M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
509
New
Increased
Reduced
Closed

Top Buys

1
+$29M
2
+$14.2M
3
+$3.57M
4
SGOL icon
abrdn Physical Gold Shares ETF
SGOL
+$1.99M
5
USL icon
United States 12 Month Oil Fund,
USL
+$1.42M

Top Sells

1
+$10.3M
2
+$9.22M
3
+$2.29M
4
NVDA icon
NVIDIA
NVDA
+$1.17M
5
WCG
Wellcare Health Plans, Inc.
WCG
+$931K

Sector Composition

1 Consumer Discretionary 37.11%
2 Communication Services 24.86%
3 Technology 20.83%
4 Healthcare 5.14%
5 Consumer Staples 2.92%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
326
$7K ﹤0.01%
+159
327
$4K ﹤0.01%
40
328
$2K ﹤0.01%
+28
329
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-3,283
330
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-5,744
331
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332
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-9,033
333
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334
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335
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337
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338
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339
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340
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341
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-7
348
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