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
$455M
AUM Growth
+$66.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
852
New
Increased
Reduced
Closed

Top Buys

1
+$8.61M
2
+$7.47M
3
+$6.09M
4
PDD icon
Pinduoduo
PDD
+$5.9M
5
NVDA icon
NVIDIA
NVDA
+$5.58M

Top Sells

1
+$9.21M
2
+$4.5M
3
+$2.25M
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$1.39M
5
CVS icon
CVS Health
CVS
+$1.11M

Sector Composition

1 Consumer Discretionary 32.64%
2 Technology 26.38%
3 Communication Services 12.56%
4 Consumer Staples 7.4%
5 Financials 5.82%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
426
$65K 0.01%
+3,333
427
$64K 0.01%
288
+43
428
$64K 0.01%
379
429
$64K 0.01%
+948
430
$64K 0.01%
+7,603
431
$64K 0.01%
1,068
432
$63K 0.01%
992
-2,937
433
$63K 0.01%
+1,996
434
$63K 0.01%
271
435
$63K 0.01%
396
-644
436
$62K 0.01%
1,959
-5,268
437
$62K 0.01%
+784
438
$62K 0.01%
+1,120
439
$61K 0.01%
+1,061
440
$61K 0.01%
+917
441
$61K 0.01%
+365
442
$61K 0.01%
1,755
-1,153
443
$60K 0.01%
444
444
$60K 0.01%
+1,991
445
$60K 0.01%
991
-1,438
446
$60K 0.01%
373
-1,295
447
$60K 0.01%
+276
448
$59K 0.01%
+1,508
449
$58K 0.01%
+434
450
$58K 0.01%
1,785
-6,160
16 17
18
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