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
551
$5K ﹤0.01%
45
-998
552
$5K ﹤0.01%
163
-2,183
553
$5K ﹤0.01%
92
-3,068
554
$5K ﹤0.01%
354
555
$5K ﹤0.01%
53
556
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17
557
$5K ﹤0.01%
148
558
$5K ﹤0.01%
29
559
$4K ﹤0.01%
23
560
$4K ﹤0.01%
180
561
$4K ﹤0.01%
+42
562
$4K ﹤0.01%
32
563
$4K ﹤0.01%
+72
564
$4K ﹤0.01%
+595
565
$4K ﹤0.01%
21
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566
$4K ﹤0.01%
12
-272
567
$4K ﹤0.01%
28
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29
569
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+273
570
$4K ﹤0.01%
25
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571
$3K ﹤0.01%
8
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572
$3K ﹤0.01%
98
573
$3K ﹤0.01%
5
-280
574
$3K ﹤0.01%
17
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575
$3K ﹤0.01%
23
-130
21 22
23
24 25