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
551
$9K ﹤0.01%
114
552
$9K ﹤0.01%
+249
553
$8K ﹤0.01%
29
554
$8K ﹤0.01%
267
+15
555
$8K ﹤0.01%
23,185
556
$8K ﹤0.01%
152
557
$7K ﹤0.01%
+115
558
$7K ﹤0.01%
131
559
$7K ﹤0.01%
35
-604
560
$7K ﹤0.01%
+179
561
$6K ﹤0.01%
46
562
$6K ﹤0.01%
+66
563
$6K ﹤0.01%
203
564
$6K ﹤0.01%
+258
565
$6K ﹤0.01%
116
566
$6K ﹤0.01%
223
567
$6K ﹤0.01%
+135
568
$6K ﹤0.01%
491
-3,355
569
$6K ﹤0.01%
6,614
570
$5K ﹤0.01%
57
571
$5K ﹤0.01%
20
572
$5K ﹤0.01%
53
-1
573
$5K ﹤0.01%
46
+41
574
$5K ﹤0.01%
68
-547
575
$5K ﹤0.01%
+87
21 22
23
24 25