We are live on ! Find out more
HFM

Harvest Fund Management Portfolio holdings

AUM $2.35B
1-Year Est. Return 49.92%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+49.92%
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
601
$1K ﹤0.01%
34
-233
602
$1K ﹤0.01%
39
603
$1K ﹤0.01%
42
604
– –
-4,959
605
– –
-3,132
606
– –
-57
607
– –
-20,080
608
– –
-3,163
609
$0 ﹤0.01%
1
610
– –
-56
611
– –
-165
612
– –
-1,579
613
– –
-390
614
– –
-1,591
615
– –
-3,538
616
$0 ﹤0.01%
1
-1,281
617
– –
-1,333
618
– –
-128
619
– –
-1,983
620
– –
-3,197
621
– –
-337
622
– –
-609
623
– –
-816
624
– –
-3,940
625
– –
-3,184
23 24
25
26 27