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
$455M
AUM Growth
+$66.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
852
New
Increased
Reduced
Closed

Top Buys

1
+$8.61M
2
+$7.47M
3
+$6.09M
4
PDD icon
Pinduoduo
PDD
+$5.9M
5
NVDA icon
NVIDIA
NVDA
+$5.58M

Top Sells

1
+$9.21M
2
+$4.5M
3
+$2.25M
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$1.39M
5
CVS icon
CVS Health
CVS
+$1.11M

Sector Composition

1 Consumer Discretionary 32.64%
2 Technology 26.38%
3 Communication Services 12.56%
4 Consumer Staples 7.4%
5 Financials 5.82%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
326
$102K 0.02%
3,139
327
$102K 0.02%
+320
328
$101K 0.02%
1,908
329
$100K 0.02%
3,845
-1,402
330
$100K 0.02%
1,714
331
$99K 0.02%
+4,151
332
$99K 0.02%
489
+229
333
$98K 0.02%
1,579
+103
334
$98K 0.02%
2,145
+1,140
335
$98K 0.02%
638
+6
336
$98K 0.02%
3,421
-1,585
337
$97K 0.02%
949
338
$97K 0.02%
2,586
+256
339
$97K 0.02%
1,439
+672
340
$97K 0.02%
1,348
+783
341
$96K 0.02%
4,063
+3,986
342
$96K 0.02%
+7,993
343
$96K 0.02%
425
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344
$96K 0.02%
2,296
345
$95K 0.02%
1,370
-5,814
346
$95K 0.02%
2,002
-1,084
347
$95K 0.02%
679
348
$94K 0.02%
+1,977
349
$94K 0.02%
1,577
350
$94K 0.02%
2,044
12 13
14
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