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
401
$105K 0.01%
749
402
$105K 0.01%
+1,895
403
$104K 0.01%
1,640
404
$104K 0.01%
+731
405
$103K 0.01%
391
-1,260
406
$102K 0.01%
1,116
-1,386
407
$101K 0.01%
3,132
+225
408
$101K 0.01%
276
-315
409
$99K 0.01%
404
+108
410
$98K 0.01%
4,959
+4,637
411
$97K 0.01%
754
-439
412
$96K 0.01%
+3,331
413
$96K 0.01%
+1,869
414
$95K 0.01%
395
+93
415
$93K 0.01%
843
416
$93K 0.01%
+816
417
$93K 0.01%
+2,057
418
$93K 0.01%
1,740
419
$93K 0.01%
711
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420
$93K 0.01%
+4,864
421
$92K 0.01%
2,696
422
$91K 0.01%
1,471
+734
423
$91K 0.01%
+2,172
424
$91K 0.01%
+2,202
425
$90K 0.01%
+888
15 16
17
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