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
$847M
AUM Growth
+$260M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
433
New
Increased
Reduced
Closed

Top Sells

1 +$10.1M
2 +$10.1M
3 +$9.38M
4
META icon
Meta Platforms (Facebook)
META
+$7.75M
5
AMZN icon
Amazon
AMZN
+$6.02M

Sector Composition

1 Consumer Discretionary 35.33%
2 Consumer Staples 23.39%
3 Technology 17.34%
4 Communication Services 15.21%
5 Industrials 3.12%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
376
-133
377
-1,336
378
-370
379
-208
380
-61,333
381
-469
382
-608
383
-203
384
-1,867
385
-1,783
386
-1,260
387
-732
388
-4,560
389
-1,168
390
-799
391
-499
392
-500
393
-1,477
394
-234
395
-480
396
-500
397
-1,636
398
-1,799
399
-701
400
-1,811