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
476
$54K ﹤0.01%
479
-722
477
$53K ﹤0.01%
1,488
-6,710
478
$51K ﹤0.01%
381
479
$51K ﹤0.01%
3,326
480
$51K ﹤0.01%
+521
481
$50K ﹤0.01%
559
482
$49K ﹤0.01%
128
483
$49K ﹤0.01%
1,182
484
$48K ﹤0.01%
+521
485
$47K ﹤0.01%
635
-992
486
$47K ﹤0.01%
216
+173
487
$46K ﹤0.01%
+422
488
$44K ﹤0.01%
3,013
+573
489
$44K ﹤0.01%
+498
490
$44K ﹤0.01%
725
-465
491
$43K ﹤0.01%
+1,898
492
$42K ﹤0.01%
179
-624
493
$41K ﹤0.01%
729
494
$40K ﹤0.01%
506
-1,872
495
$39K ﹤0.01%
390
-4,965
496
$39K ﹤0.01%
+1,502
497
$39K ﹤0.01%
+412
498
$38K ﹤0.01%
+1,177
499
$38K ﹤0.01%
3,021
-7,773
500
$38K ﹤0.01%
+2,740
18 19
20
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