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
351
$185K 0.01%
2,761
+2,129
352
$184K 0.01%
+6,109
353
$178K 0.01%
2,148
-1,394
354
$174K 0.01%
4,688
+2,793
355
$174K 0.01%
+6,273
356
$170K 0.01%
+6,585
357
$170K 0.01%
1,477
+1,109
358
$167K 0.01%
5,410
359
$160K 0.01%
4,381
360
$156K 0.01%
2,154
+1,190
361
$154K 0.01%
3,070
+2,802
362
$153K 0.01%
+2,525
363
$153K 0.01%
2,398
364
$149K 0.01%
1,075
+665
365
$149K 0.01%
332
+171
366
$148K 0.01%
1,109
-761
367
$148K 0.01%
+2,443
368
$147K 0.01%
+200
369
$146K 0.01%
270
-101
370
$145K 0.01%
4,290
+1,625
371
$144K 0.01%
479
-1,088
372
$137K 0.01%
7,133
+6,490
373
$134K 0.01%
394
-1,675
374
$133K 0.01%
586
+462
375
$131K 0.01%
5,238
-4,680
13 14
15
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