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
$869M
AUM Growth
-$97.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
497
New
Increased
Reduced
Closed

Top Buys

1
+$54.6M
2
+$23.9M
3
+$20.5M
4
BNO icon
United States Brent Oil Fund
BNO
+$10.1M
5
USL icon
United States 12 Month Oil Fund,
USL
+$4.69M

Top Sells

1
+$13.3M
2
+$10.1M
3
+$6.49M
4
DQ
Daqo New Energy
DQ
+$6M
5
CRM icon
Salesforce
CRM
+$3.12M

Sector Composition

1 Consumer Staples 33.91%
2 Consumer Discretionary 26.8%
3 Communication Services 13.98%
4 Technology 10.41%
5 Industrials 1.96%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
376
$24K ﹤0.01%
314
377
$24K ﹤0.01%
291
378
$23K ﹤0.01%
124
-526
379
$22K ﹤0.01%
+870
380
$22K ﹤0.01%
262
+232
381
$21K ﹤0.01%
1,074
382
$19K ﹤0.01%
1,600
+300
383
$18K ﹤0.01%
+822
384
$18K ﹤0.01%
242
385
$18K ﹤0.01%
+187
386
$17K ﹤0.01%
+250
387
$17K ﹤0.01%
1,600
388
$16K ﹤0.01%
164
389
$16K ﹤0.01%
84
390
$15K ﹤0.01%
222
-524
391
$15K ﹤0.01%
708
392
$14K ﹤0.01%
450
-50
393
$14K ﹤0.01%
+167
394
$13K ﹤0.01%
+2,266
395
$12K ﹤0.01%
129
-723
396
$11K ﹤0.01%
134
397
$11K ﹤0.01%
1,500
398
$10K ﹤0.01%
501
399
$10K ﹤0.01%
+400
400
$9K ﹤0.01%
1,000
14 15
16
17 18