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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
$477M
AUM Growth
-$105M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
509
New
Increased
Reduced
Closed

Top Buys

1
+$29M
2
+$14.2M
3
+$3.57M
4
SGOL icon
abrdn Physical Gold Shares ETF
SGOL
+$1.99M
5
USL icon
United States 12 Month Oil Fund,
USL
+$1.42M

Top Sells

1
+$10.3M
2
+$9.22M
3
+$2.29M
4
NVDA icon
NVIDIA
NVDA
+$1.17M
5
WCG
Wellcare Health Plans, Inc.
WCG
+$931K

Sector Composition

1 Consumer Discretionary 37.11%
2 Communication Services 24.86%
3 Technology 20.83%
4 Healthcare 5.14%
5 Consumer Staples 2.92%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
451
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452
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453
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454
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455
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456
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457
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-9,056
458
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459
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460
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-1,603
461
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462
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464
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465
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-1,647
466
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-4,137
467
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-996
468
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469
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470
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471
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472
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473
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-916
474
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-341
475
$0 ﹤0.01%
5
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