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
$1.11B
AUM Growth
+$472M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
802
New
Increased
Reduced
Closed

Top Buys

1
+$30.3M
2
+$21.6M
3
+$20.5M
4
NVDA icon
NVIDIA
NVDA
+$20.4M
5
AMZN icon
Amazon
AMZN
+$19.1M

Top Sells

1
+$10.8M
2
+$10M
3
+$6.36M
4
BABA icon
Alibaba
BABA
+$1.61M
5
UNH icon
UnitedHealth
UNH
+$840K

Sector Composition

1 Technology 39.74%
2 Consumer Discretionary 17.6%
3 Communication Services 13.2%
4 Consumer Staples 10.84%
5 Healthcare 5.44%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
601
$6K ﹤0.01%
+46
602
$6K ﹤0.01%
203
603
$6K ﹤0.01%
116
-2,667
604
$6K ﹤0.01%
322
-5,961
605
$6K ﹤0.01%
408
606
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16
607
$6K ﹤0.01%
223
608
$6K ﹤0.01%
28
609
$6K ﹤0.01%
6,614
610
$5K ﹤0.01%
57
611
$5K ﹤0.01%
20
612
$5K ﹤0.01%
407
-3,602
613
$5K ﹤0.01%
37
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614
$5K ﹤0.01%
246
-1,945
615
$4K ﹤0.01%
+78
616
$4K ﹤0.01%
32
-1,145
617
$4K ﹤0.01%
61
618
$3K ﹤0.01%
210
619
$3K ﹤0.01%
47
620
$3K ﹤0.01%
36
621
$3K ﹤0.01%
8
622
$3K ﹤0.01%
103
-424
623
$3K ﹤0.01%
60
624
$3K ﹤0.01%
16
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625
$2K ﹤0.01%
62
23 24
25
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