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
426
$89K 0.01%
212
427
$89K 0.01%
176
-531
428
$88K 0.01%
+1,292
429
$86K 0.01%
273
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430
$86K 0.01%
2,759
-5,547
431
$85K 0.01%
+3,036
432
$85K 0.01%
+1,148
433
$84K 0.01%
+705
434
$83K 0.01%
1,314
-63
435
$82K 0.01%
609
-1,247
436
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700
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437
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+261
438
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206
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439
$79K 0.01%
743
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440
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554
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441
$77K 0.01%
529
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442
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-16,150
443
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529
444
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445
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446
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447
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+1,210
448
$72K 0.01%
1,089
449
$71K 0.01%
428
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450
$71K 0.01%
+4,895
16 17
18
19 20