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HFM

Harvest Fund Management Portfolio holdings

AUM $2.35B
1-Year Est. Return 49.92%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+49.92%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$2.36B
AUM Growth
+$244M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
723
New
Increased
Reduced
Closed

Top Buys

1
+$11.7M
2
+$8.23M
3
+$8.2M
4
SGOL icon
abrdn Physical Gold Shares ETF
SGOL
+$7.96M
5
DQ
Daqo New Energy
DQ
+$5.91M

Top Sells

1
+$9.41M
2
+$6.36M
3
+$4.3M
4
VRSN icon
VeriSign
VRSN
+$3.95M
5
VRSK icon
Verisk Analytics
VRSK
+$3.69M

Sector Composition

1 Technology 48.27%
2 Consumer Discretionary 16.33%
3 Communication Services 14.44%
4 Healthcare 4.28%
5 Consumer Staples 4.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
501
$20K ﹤0.01%
391
-1,211
502
$19K ﹤0.01%
102
-201
503
$19K ﹤0.01%
192
504
$16K ﹤0.01%
119
505
$16K ﹤0.01%
125
506
$16K ﹤0.01%
1,075
507
$15K ﹤0.01%
137
-17
508
$15K ﹤0.01%
618
+330
509
$15K ﹤0.01%
32
+16
510
$15K ﹤0.01%
605
-6,453
511
$14K ﹤0.01%
312
512
$14K ﹤0.01%
499
-19,377
513
$14K ﹤0.01%
205
514
$14K ﹤0.01%
158
515
$14K ﹤0.01%
260
516
$13K ﹤0.01%
160
-862
517
$13K ﹤0.01%
778
518
$13K ﹤0.01%
1,047
519
$13K ﹤0.01%
72
520
$13K ﹤0.01%
117
521
$12K ﹤0.01%
242
522
$12K ﹤0.01%
+493
523
$12K ﹤0.01%
229
524
$12K ﹤0.01%
149
-2
525
$11K ﹤0.01%
170
-14,054
19 20
21
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