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
326
$218K 0.02%
+2,721
327
$216K 0.02%
+3,048
328
$214K 0.02%
+2,325
329
$214K 0.02%
1,316
-536
330
$214K 0.02%
10,784
+10,369
331
$213K 0.02%
1,692
+1,660
332
$212K 0.02%
+1,033
333
$211K 0.02%
+3,940
334
$207K 0.02%
2,786
-3,846
335
$200K 0.01%
464
+294
336
$200K 0.01%
992
+991
337
$199K 0.01%
1,608
338
$199K 0.01%
800
339
$199K 0.01%
8,341
-538
340
$197K 0.01%
117
+87
341
$197K 0.01%
6,436
+4,116
342
$196K 0.01%
+514
343
$196K 0.01%
1,501
+1,493
344
$196K 0.01%
1,131
-5,568
345
$196K 0.01%
1,703
+1,638
346
$195K 0.01%
+716
347
$191K 0.01%
8,400
348
$190K 0.01%
1,373
-25
349
$188K 0.01%
1,775
-866
350
$187K 0.01%
+2,214
12 13
14
15 16