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
351
$93K 0.02%
3,444
+1,838
352
$93K 0.02%
+568
353
$92K 0.02%
3,249
354
$92K 0.02%
307
355
$92K 0.02%
+913
356
$91K 0.02%
+818
357
$91K 0.02%
+3,490
358
$90K 0.02%
+4,384
359
$90K 0.02%
+122
360
$90K 0.02%
1,318
-2,993
361
$89K 0.02%
+794
362
$89K 0.02%
910
-1,067
363
$88K 0.02%
3,258
-3,183
364
$88K 0.02%
1,991
-968
365
$88K 0.02%
2,222
-1,878
366
$87K 0.02%
5,587
367
$87K 0.02%
+442
368
$87K 0.02%
3,687
369
$87K 0.02%
+3,590
370
$86K 0.02%
717
+330
371
$86K 0.02%
526
-144
372
$86K 0.02%
10,451
373
$86K 0.02%
777
374
$86K 0.02%
1,093
+808
375
$85K 0.02%
+1,000
13 14
15
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