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
426
$54K ﹤0.01%
303
-4,741
427
$53K ﹤0.01%
349
+37
428
$53K ﹤0.01%
516
429
$52K ﹤0.01%
50
430
$52K ﹤0.01%
337
431
$52K ﹤0.01%
552
-1,479
432
$51K ﹤0.01%
+178
433
$50K ﹤0.01%
2,379
-3,690
434
$48K ﹤0.01%
94
435
$47K ﹤0.01%
+602
436
$45K ﹤0.01%
1,251
-1,991
437
$41K ﹤0.01%
+507
438
$41K ﹤0.01%
524
439
$37K ﹤0.01%
243
-2,178
440
$37K ﹤0.01%
+220
441
$37K ﹤0.01%
292
-1,422
442
$37K ﹤0.01%
+688
443
$37K ﹤0.01%
1,340
-8,106
444
$33K ﹤0.01%
+914
445
$33K ﹤0.01%
+158
446
$33K ﹤0.01%
+719
447
$33K ﹤0.01%
+150
448
$33K ﹤0.01%
182
449
$33K ﹤0.01%
7,851
+2,617
450
$32K ﹤0.01%
269
16 17
18
19 20