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
476
$22K ﹤0.01%
774
-10,834
477
$22K ﹤0.01%
+49
478
$22K ﹤0.01%
209
479
$22K ﹤0.01%
32
480
$21K ﹤0.01%
468
481
$21K ﹤0.01%
181
+125
482
$21K ﹤0.01%
+248
483
$20K ﹤0.01%
982
-3,745
484
$19K ﹤0.01%
154
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485
$19K ﹤0.01%
52
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486
$19K ﹤0.01%
66
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487
$19K ﹤0.01%
105
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488
$19K ﹤0.01%
115
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489
$19K ﹤0.01%
138
490
$18K ﹤0.01%
223
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491
$18K ﹤0.01%
106
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$17K ﹤0.01%
48
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494
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495
$17K ﹤0.01%
250
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496
$16K ﹤0.01%
133
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497
$16K ﹤0.01%
125
498
$16K ﹤0.01%
+1,024
499
$16K ﹤0.01%
158
-10,453
500
$16K ﹤0.01%
1,047
18 19
20
21 22