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
351
$188K 0.01%
4,381
352
$187K 0.01%
529
-491
353
$185K 0.01%
725
-3,518
354
$184K 0.01%
20,089
-7,566
355
$184K 0.01%
6,323
-17,879
356
$184K 0.01%
+3,253
357
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2,290
+1,201
358
$177K 0.01%
655
-1,338
359
$176K 0.01%
1,422
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360
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+7,842
361
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362
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363
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1,908
+1,901
364
$167K 0.01%
+1,405
365
$163K 0.01%
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366
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1,121
-1,546
367
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368
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369
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370
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371
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372
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2,967
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373
$147K 0.01%
912
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374
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1,726
-11,989
375
$142K 0.01%
150
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13 14
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