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
451
$32K ﹤0.01%
315
-878
452
$32K ﹤0.01%
+870
453
$32K ﹤0.01%
+96
454
$31K ﹤0.01%
215
+64
455
$31K ﹤0.01%
+131
456
$31K ﹤0.01%
391
-14,412
457
$31K ﹤0.01%
+348
458
$30K ﹤0.01%
211
459
$30K ﹤0.01%
301
460
$29K ﹤0.01%
571
-9,429
461
$29K ﹤0.01%
308
462
$28K ﹤0.01%
512
-24
463
$27K ﹤0.01%
1,053
464
$27K ﹤0.01%
113
465
$27K ﹤0.01%
614
-1,968
466
$26K ﹤0.01%
76
467
$26K ﹤0.01%
199
+107
468
$25K ﹤0.01%
309
-4,047
469
$25K ﹤0.01%
49
-821
470
$24K ﹤0.01%
47
-149
471
$24K ﹤0.01%
322
472
$23K ﹤0.01%
137
-1,427
473
$22K ﹤0.01%
587
-3,555
474
$22K ﹤0.01%
247
-25
475
$22K ﹤0.01%
200
-8,100
17 18
19
20 21