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
576
$3K ﹤0.01%
17
-286
577
$3K ﹤0.01%
16
-1,713
578
$3K ﹤0.01%
6
-22
579
$2K ﹤0.01%
11
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580
$2K ﹤0.01%
14
-2,244
581
$2K ﹤0.01%
4
-1,326
582
$2K ﹤0.01%
+9
583
$2K ﹤0.01%
+8
584
$2K ﹤0.01%
4
585
$2K ﹤0.01%
+31
586
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14
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587
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31
588
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31
589
$1K ﹤0.01%
20
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590
$1K ﹤0.01%
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591
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27
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4
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$1K ﹤0.01%
107
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$1K ﹤0.01%
4
598
$1K ﹤0.01%
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599
$1K ﹤0.01%
27
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600
$1K ﹤0.01%
+29
22 23
24
25 26