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
501
$16K ﹤0.01%
1,075
502
$15K ﹤0.01%
120
-1,603
503
$15K ﹤0.01%
145
504
$15K ﹤0.01%
424
505
$14K ﹤0.01%
101
-536
506
$14K ﹤0.01%
260
-1
507
$13K ﹤0.01%
354
-1,835
508
$13K ﹤0.01%
312
-1,848
509
$13K ﹤0.01%
229
+19
510
$13K ﹤0.01%
72
511
$12K ﹤0.01%
205
-1,107
512
$12K ﹤0.01%
550
513
$11K ﹤0.01%
242
-1,246
514
$11K ﹤0.01%
119
515
$11K ﹤0.01%
778
516
$11K ﹤0.01%
+691
517
$11K ﹤0.01%
54
518
$11K ﹤0.01%
+151
519
$11K ﹤0.01%
861
520
$10K ﹤0.01%
+444
521
$10K ﹤0.01%
174
+111
522
$10K ﹤0.01%
+41
523
$10K ﹤0.01%
64
-4,064
524
$10K ﹤0.01%
158
-19
525
$10K ﹤0.01%
897
19 20
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