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
526
$10K ﹤0.01%
+117
527
$9K ﹤0.01%
+37
528
$9K ﹤0.01%
+1,073
529
$9K ﹤0.01%
217
-1,714
530
$9K ﹤0.01%
165
531
$9K ﹤0.01%
100
-1,200
532
$8K ﹤0.01%
42
533
$8K ﹤0.01%
122
-7,041
534
$7K ﹤0.01%
20
-476
535
$7K ﹤0.01%
16
536
$7K ﹤0.01%
90
-1,720
537
$7K ﹤0.01%
29
+9
538
$7K ﹤0.01%
44
539
$6K ﹤0.01%
87
540
$6K ﹤0.01%
+1,845
541
$6K ﹤0.01%
141
542
$6K ﹤0.01%
139
543
$6K ﹤0.01%
17
-1,528
544
$6K ﹤0.01%
130
-5,097
545
$6K ﹤0.01%
71
-110
546
$6K ﹤0.01%
537
547
$5K ﹤0.01%
+21
548
$5K ﹤0.01%
+288
549
$5K ﹤0.01%
21
550
$5K ﹤0.01%
33
20 21
22
23 24