HFM

Harvest Fund Management Portfolio holdings

AUM $2.66B
1-Year Est. Return 41.32%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+41.32%
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
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