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
$1.11B
AUM Growth
+$472M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
802
New
Increased
Reduced
Closed

Top Buys

1
+$30.3M
2
+$21.6M
3
+$20.5M
4
NVDA icon
NVIDIA
NVDA
+$20.4M
5
AMZN icon
Amazon
AMZN
+$19.1M

Top Sells

1
+$10.8M
2
+$10M
3
+$6.36M
4
BABA icon
Alibaba
BABA
+$1.61M
5
UNH icon
UnitedHealth
UNH
+$840K

Sector Composition

1 Technology 39.74%
2 Consumer Discretionary 17.6%
3 Communication Services 13.2%
4 Consumer Staples 10.84%
5 Healthcare 5.44%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
526
$40K ﹤0.01%
1,060
-3,088
527
$40K ﹤0.01%
782
+606
528
$39K ﹤0.01%
393
529
$38K ﹤0.01%
+602
530
$38K ﹤0.01%
+746
531
$37K ﹤0.01%
544
532
$37K ﹤0.01%
729
-967
533
$37K ﹤0.01%
+603
534
$37K ﹤0.01%
+486
535
$37K ﹤0.01%
416
-1,069
536
$36K ﹤0.01%
+2,024
537
$36K ﹤0.01%
+1,032
538
$36K ﹤0.01%
+442
539
$35K ﹤0.01%
1,404
540
$35K ﹤0.01%
2,001
+777
541
$35K ﹤0.01%
+105
542
$34K ﹤0.01%
2,440
-5,864
543
$34K ﹤0.01%
+125
544
$34K ﹤0.01%
+358
545
$34K ﹤0.01%
930
546
$33K ﹤0.01%
369
-1,419
547
$33K ﹤0.01%
392
548
$33K ﹤0.01%
615
+68
549
$30K ﹤0.01%
253
550
$30K ﹤0.01%
124
-834
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