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
401
$75K ﹤0.01%
+1,602
402
$73K ﹤0.01%
482
-156
403
$73K ﹤0.01%
712
-1,424
404
$72K ﹤0.01%
+1,829
405
$72K ﹤0.01%
344
-4,360
406
$71K ﹤0.01%
+644
407
$71K ﹤0.01%
+792
408
$70K ﹤0.01%
284
409
$70K ﹤0.01%
797
+294
410
$70K ﹤0.01%
796
-288
411
$69K ﹤0.01%
1,207
-1,341
412
$68K ﹤0.01%
2,136
-11,621
413
$68K ﹤0.01%
376
-2,536
414
$68K ﹤0.01%
146
+130
415
$67K ﹤0.01%
18
-204
416
$67K ﹤0.01%
+207
417
$67K ﹤0.01%
+2,216
418
$64K ﹤0.01%
+414
419
$63K ﹤0.01%
+826
420
$62K ﹤0.01%
+1,290
421
$61K ﹤0.01%
1,270
422
$61K ﹤0.01%
40
+23
423
$57K ﹤0.01%
857
-2,491
424
$56K ﹤0.01%
8,400
425
$55K ﹤0.01%
1,168
15 16
17
18 19