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
$1.68B
AUM Growth
+$301M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
761
New
Increased
Reduced
Closed

Top Buys

1
+$29.8M
2
+$23.9M
3
+$21.7M
4
META icon
Meta Platforms (Facebook)
META
+$14.5M
5
AMZN icon
Amazon
AMZN
+$13.4M

Top Sells

1
+$8.6M
2
+$7.87M
3
+$6.14M
4
MU icon
Micron Technology
MU
+$5.96M
5
BABA icon
Alibaba
BABA
+$5.24M

Sector Composition

1 Technology 45.53%
2 Consumer Discretionary 16.54%
3 Communication Services 13.23%
4 Consumer Staples 7.33%
5 Healthcare 5%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
326
$234K 0.01%
735
+611
327
$233K 0.01%
6,815
+542
328
$228K 0.01%
+1,221
329
$226K 0.01%
3,004
+1,533
330
$225K 0.01%
4,173
+2,703
331
$224K 0.01%
6,436
332
$224K 0.01%
157
-167
333
$220K 0.01%
+2,106
334
$220K 0.01%
1,775
335
$219K 0.01%
+5,548
336
$215K 0.01%
11,547
+7,122
337
$214K 0.01%
1,896
-2,986
338
$210K 0.01%
+6,816
339
$208K 0.01%
18,511
340
$207K 0.01%
4,141
-2,805
341
$203K 0.01%
+376
342
$203K 0.01%
+7,796
343
$202K 0.01%
703
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344
$200K 0.01%
678
-38
345
$199K 0.01%
2,650
-111
346
$198K 0.01%
1,773
-552
347
$196K 0.01%
+1,475
348
$192K 0.01%
+1,554
349
$190K 0.01%
1,198
-1,080
350
$189K 0.01%
+8,704
12 13
14
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