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
$2.12B
AUM Growth
+$99.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
754
New
Increased
Reduced
Closed

Top Buys

1
+$6.84M
2
+$6.72M
3
+$4.45M
4
GLD icon
SPDR Gold Trust
GLD
+$4.42M
5
BNO icon
United States Brent Oil Fund
BNO
+$4.23M

Top Sells

1
+$24.8M
2
+$18.6M
3
+$17.1M
4
META icon
Meta Platforms (Facebook)
META
+$11.9M
5
MSFT icon
Microsoft
MSFT
+$11M

Sector Composition

1 Technology 45.72%
2 Consumer Discretionary 16.6%
3 Communication Services 14.04%
4 Healthcare 5.06%
5 Consumer Staples 4.82%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
376
$109K 0.01%
4,397
-55,378
377
$109K 0.01%
2,818
-9,438
378
$107K 0.01%
378
+12
379
$105K 0.01%
+847
380
$103K ﹤0.01%
7,194
+5,440
381
$102K ﹤0.01%
2,353
+1,756
382
$100K ﹤0.01%
1,319
383
$98K ﹤0.01%
+3,000
384
$98K ﹤0.01%
2,766
+2,010
385
$96K ﹤0.01%
3,021
-5,950
386
$95K ﹤0.01%
2,277
387
$95K ﹤0.01%
867
-645
388
$93K ﹤0.01%
1,022
-6,189
389
$92K ﹤0.01%
2,747
+2,119
390
$88K ﹤0.01%
1,794
-10,759
391
$88K ﹤0.01%
2,430
+1,870
392
$85K ﹤0.01%
1,965
393
$83K ﹤0.01%
1,212
+871
394
$81K ﹤0.01%
154
-431
395
$81K ﹤0.01%
1,064
-538
396
$81K ﹤0.01%
3,794
397
$78K ﹤0.01%
+539
398
$78K ﹤0.01%
525
-970
399
$77K ﹤0.01%
670
-38
400
$76K ﹤0.01%
+230
14 15
16
17 18