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
376
$131K 0.01%
+3,988
377
$128K 0.01%
6,312
-2,165
378
$128K 0.01%
442
+255
379
$128K 0.01%
609
380
$128K 0.01%
1,302
381
$127K 0.01%
2,213
382
$127K 0.01%
3,479
383
$126K 0.01%
1,075
+151
384
$124K 0.01%
5,588
+3,607
385
$122K 0.01%
630
-1,224
386
$121K 0.01%
+3,062
387
$120K 0.01%
+691
388
$118K 0.01%
+871
389
$116K 0.01%
4,442
390
$116K 0.01%
+661
391
$116K 0.01%
1,188
+984
392
$114K 0.01%
+864
393
$112K 0.01%
1,231
-3,550
394
$111K 0.01%
622
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395
$111K 0.01%
1,134
396
$111K 0.01%
640
+548
397
$109K 0.01%
723
398
$107K 0.01%
+4,621
399
$106K 0.01%
198
+178
400
$105K 0.01%
3,163
+3,101
14 15
16
17 18