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
$1.03B
AUM Growth
-$124M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
899
New
Increased
Reduced
Closed

Top Sells

1 +$25.2M
2 +$24.6M
3 +$24M
4
USO icon
United States Oil Fund
USO
+$23.9M
5
NOW icon
ServiceNow
NOW
+$23.4M

Sector Composition

1 Consumer Staples 30.37%
2 Consumer Discretionary 22.02%
3 Communication Services 18.96%
4 Technology 15.68%
5 Healthcare 2.24%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
501
$35K ﹤0.01%
+674
502
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+479
503
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+582
504
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158
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505
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+1,050
506
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124
+40
507
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+620
508
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597
+501
509
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565
510
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+933
511
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+386
512
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514
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515
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516
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517
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+1,962
518
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519
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415
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520
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+1,635
521
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448
+447
522
$33K ﹤0.01%
95
+35
523
$32K ﹤0.01%
+340
524
$32K ﹤0.01%
+690
525
$32K ﹤0.01%
+523