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
$1.68B
AUM Growth
+$301M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
761
New
Increased
Reduced
Closed

Top Buys

1
+$29.8M
2
+$23.9M
3
+$21.7M
4
META icon
Meta Platforms (Facebook)
META
+$14.5M
5
AMZN icon
Amazon
AMZN
+$13.4M

Top Sells

1
+$8.6M
2
+$7.87M
3
+$6.14M
4
MU icon
Micron Technology
MU
+$5.96M
5
BABA icon
Alibaba
BABA
+$5.24M

Sector Composition

1 Technology 45.53%
2 Consumer Discretionary 16.54%
3 Communication Services 13.23%
4 Consumer Staples 7.33%
5 Healthcare 5%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
501
$15K ﹤0.01%
260
-6,895
502
$14K ﹤0.01%
110
503
$13K ﹤0.01%
520
504
$13K ﹤0.01%
234
-5,712
505
$13K ﹤0.01%
135
+67
506
$13K ﹤0.01%
84
-384
507
$12K ﹤0.01%
468
+210
508
$12K ﹤0.01%
+21
509
$12K ﹤0.01%
69
510
$11K ﹤0.01%
+107
511
$11K ﹤0.01%
778
512
$11K ﹤0.01%
+245
513
$11K ﹤0.01%
+120
514
$11K ﹤0.01%
+21
515
$11K ﹤0.01%
138
516
$11K ﹤0.01%
+605
517
$10K ﹤0.01%
78
518
$10K ﹤0.01%
95
519
$10K ﹤0.01%
+98
520
$10K ﹤0.01%
516
-11,665
521
$10K ﹤0.01%
+861
522
$9K ﹤0.01%
+2,680
523
$9K ﹤0.01%
75
-2,988
524
$8K ﹤0.01%
131
525
$8K ﹤0.01%
+203
19 20
21
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