We are live on ! Find out more
HFM

Harvest Fund Management Portfolio holdings

AUM $2.35B
1-Year Est. Return 49.92%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+49.92%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$781M
AUM Growth
-$65.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
470
New
Increased
Reduced
Closed

Top Buys

1
+$9.85M
2
+$2.82M
3
+$914K
4
MRK icon
Merck
MRK
+$642K
5
KO icon
Coca-Cola
KO
+$630K

Top Sells

1
+$13.8M
2
+$11.8M
3
+$9.19M
4
TCOM icon
Trip.com Group
TCOM
+$8.98M
5
NVDA icon
NVIDIA
NVDA
+$8.42M

Sector Composition

1 Consumer Discretionary 31.85%
2 Consumer Staples 28.6%
3 Communication Services 16.64%
4 Technology 14.39%
5 Industrials 2.88%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
401
– –
-2,579
402
– –
-648
403
– –
-812
404
– –
-2,344
405
– –
-511
406
– –
-1,504
407
– –
-4,196
408
– –
-1,044
409
– –
-532
410
– –
-405
411
– –
-179
412
– –
-700
413
– –
-249
414
– –
-2,446
415
– –
-3,707
416
$0 ﹤0.01%
1
417
– –
-1,352
418
– –
-297
419
– –
-228
420
– –
-2,425
421
– –
-869
422
– –
-1,230
423
– –
-1,017
424
– –
-1,765
425
– –
-1,749
15 16
17
18 19