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
526
$8K ﹤0.01%
29
527
$8K ﹤0.01%
235
-1,771
528
$8K ﹤0.01%
23,185
529
$7K ﹤0.01%
66
530
$7K ﹤0.01%
+87
531
$7K ﹤0.01%
20
+18
532
$7K ﹤0.01%
63
-1,640
533
$7K ﹤0.01%
179
534
$6K ﹤0.01%
46
535
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203
536
$6K ﹤0.01%
116
537
$6K ﹤0.01%
+172
538
$6K ﹤0.01%
11
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539
$6K ﹤0.01%
+67
540
$5K ﹤0.01%
57
541
$5K ﹤0.01%
78
542
$5K ﹤0.01%
30
-68
543
$5K ﹤0.01%
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544
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+61
545
$5K ﹤0.01%
76
-76
546
$5K ﹤0.01%
+56
547
$5K ﹤0.01%
+19
548
$5K ﹤0.01%
28
549
$5K ﹤0.01%
37
550
$4K ﹤0.01%
28
-447
20 21
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