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
$455M
AUM Growth
+$66.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
852
New
Increased
Reduced
Closed

Top Buys

1
+$8.61M
2
+$7.47M
3
+$6.09M
4
PDD icon
Pinduoduo
PDD
+$5.9M
5
NVDA icon
NVIDIA
NVDA
+$5.58M

Top Sells

1
+$9.21M
2
+$4.5M
3
+$2.25M
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$1.39M
5
CVS icon
CVS Health
CVS
+$1.11M

Sector Composition

1 Consumer Discretionary 32.64%
2 Technology 26.38%
3 Communication Services 12.56%
4 Consumer Staples 7.4%
5 Financials 5.82%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
501
$41K 0.01%
675
502
$41K 0.01%
303
503
$40K 0.01%
790
-4,614
504
$40K 0.01%
351
505
$40K 0.01%
1,115
-6,762
506
$40K 0.01%
1,018
+473
507
$40K 0.01%
660
+150
508
$40K 0.01%
1,887
509
$39K 0.01%
+700
510
$38K 0.01%
479
+243
511
$38K 0.01%
+3,407
512
$38K 0.01%
853
513
$38K 0.01%
1,075
-1,786
514
$38K 0.01%
+1,384
515
$37K 0.01%
+1,547
516
$37K 0.01%
396
517
$37K 0.01%
120
-1,901
518
$37K 0.01%
+433
519
$37K 0.01%
1,938
520
$37K 0.01%
447
+286
521
$37K 0.01%
2,400
+1,200
522
$36K 0.01%
178
523
$36K 0.01%
244
-1,259
524
$36K 0.01%
+232
525
$35K 0.01%
+464
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