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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
426
– –
-3,133
427
$0 ﹤0.01%
+6
428
– –
-111
429
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-4,365
430
– –
-530
431
– –
-573,530
432
– –
-1,274
433
– –
-875
434
– –
-143
435
$0 ﹤0.01%
5
436
– –
-731
437
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-661
438
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-2,306
439
– –
-835
440
– –
-2,639
441
– –
-243,224
442
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-1,680
443
– –
-1,179
444
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-1,339
445
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-351
446
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-5,305
447
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-5,041
448
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-369
449
– –
-488
450
– –
-592
15 16 17
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