HFM

Harvest Fund Management Portfolio holdings

AUM $2.36B
1-Year Est. Return 47.85%
This Quarter Est. Return
1 Year Est. Return
+47.85%
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
576
$4K ﹤0.01%
246
577
$4K ﹤0.01%
+78
578
$4K ﹤0.01%
+41
579
$4K ﹤0.01%
+38
580
$4K ﹤0.01%
60
-94
581
$4K ﹤0.01%
407
582
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28
583
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37
584
$3K ﹤0.01%
35
-1,757
585
$3K ﹤0.01%
60
586
$3K ﹤0.01%
61
587
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32
-1,258
588
$2K ﹤0.01%
25
-1,112
589
$2K ﹤0.01%
210
590
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47
591
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27
-9
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22
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+165
594
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11
595
$2K ﹤0.01%
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596
$1K ﹤0.01%
15
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597
$1K ﹤0.01%
23
598
$1K ﹤0.01%
12
599
$1K ﹤0.01%
30
600
$1K ﹤0.01%
+9
22 23
24
25 26