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
451
$71K 0.01%
682
-881
452
$69K 0.01%
1,912
453
$69K 0.01%
639
454
$69K 0.01%
468
-5,010
455
$68K ﹤0.01%
1,282
-622
456
$68K ﹤0.01%
4,425
457
$68K ﹤0.01%
900
458
$66K ﹤0.01%
1,470
-473
459
$66K ﹤0.01%
425
-5
460
$63K ﹤0.01%
+20,080
461
$62K ﹤0.01%
658
-387
462
$61K ﹤0.01%
292
-1,148
463
$61K ﹤0.01%
+2,940
464
$61K ﹤0.01%
3,057
465
$61K ﹤0.01%
1,591
-10,125
466
$60K ﹤0.01%
307
-925
467
$60K ﹤0.01%
1,500
-7,322
468
$60K ﹤0.01%
157
-1,539
469
$60K ﹤0.01%
+1,232
470
$58K ﹤0.01%
339
471
$58K ﹤0.01%
1,290
472
$56K ﹤0.01%
1,192
-1,915
473
$56K ﹤0.01%
1,291
474
$55K ﹤0.01%
134
-341
475
$54K ﹤0.01%
475
17 18
19
20 21