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
526
$16K ﹤0.01%
12,664
527
$15K ﹤0.01%
51
-1,242
528
$15K ﹤0.01%
111
529
$14K ﹤0.01%
177
530
$13K ﹤0.01%
31
-559
531
$13K ﹤0.01%
98
-269
532
$13K ﹤0.01%
104
533
$12K ﹤0.01%
56
-366
534
$12K ﹤0.01%
+69
535
$12K ﹤0.01%
+802
536
$11K ﹤0.01%
520
-2,981
537
$11K ﹤0.01%
778
-126
538
$11K ﹤0.01%
110
-701
539
$11K ﹤0.01%
119
540
$11K ﹤0.01%
337
541
$10K ﹤0.01%
46
-523
542
$10K ﹤0.01%
+227
543
$10K ﹤0.01%
138
-510
544
$9K ﹤0.01%
230
545
$9K ﹤0.01%
+48
546
$9K ﹤0.01%
12
-8
547
$9K ﹤0.01%
78
548
$9K ﹤0.01%
995
549
$9K ﹤0.01%
95
-564
550
$9K ﹤0.01%
625
20 21
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