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
501
$37K ﹤0.01%
+148
502
$37K ﹤0.01%
124
-786
503
$36K ﹤0.01%
603
504
$34K ﹤0.01%
+337
505
$33K ﹤0.01%
+177
506
$33K ﹤0.01%
+145
507
$33K ﹤0.01%
51
-652
508
$32K ﹤0.01%
+211
509
$31K ﹤0.01%
57
-196
510
$30K ﹤0.01%
125
511
$29K ﹤0.01%
253
512
$28K ﹤0.01%
648
-34,126
513
$25K ﹤0.01%
113
-669
514
$23K ﹤0.01%
306
-1,189
515
$23K ﹤0.01%
265
-1,855
516
$22K ﹤0.01%
445
+421
517
$22K ﹤0.01%
873
-1,849
518
$21K ﹤0.01%
389
-5,571
519
$21K ﹤0.01%
108
-230
520
$20K ﹤0.01%
456
-940
521
$19K ﹤0.01%
109
522
$18K ﹤0.01%
134
523
$18K ﹤0.01%
70
524
$17K ﹤0.01%
79
-1,827
525
$17K ﹤0.01%
83
-157
19 20
21
22 23