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
551
$4K ﹤0.01%
29
-6,091
552
$4K ﹤0.01%
29
-396
553
$4K ﹤0.01%
+83
554
$4K ﹤0.01%
67
-16,499
555
$4K ﹤0.01%
29
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556
$3K ﹤0.01%
1
-117
557
$3K ﹤0.01%
59
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558
$3K ﹤0.01%
98
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559
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51
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560
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27
561
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+32
562
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182
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563
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564
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565
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569
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12
570
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22
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572
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22
573
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$2K ﹤0.01%
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575
$2K ﹤0.01%
36
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21 22
23
24 25