HFM

Harvest Fund Management Portfolio holdings

AUM $2.12B
1-Year Est. Return 33.33%
This Quarter Est. Return
1 Year Est. Return
+33.33%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.03B
AUM Growth
-$124M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
899
New
Increased
Reduced
Closed

Top Sells

1 +$25.2M
2 +$24.6M
3 +$24M
4
USO icon
United States Oil Fund
USO
+$23.9M
5
NOW icon
ServiceNow
NOW
+$23.4M

Sector Composition

1 Consumer Staples 30.37%
2 Consumer Discretionary 22.02%
3 Communication Services 18.96%
4 Technology 15.68%
5 Healthcare 2.24%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
651
$16K ﹤0.01%
+750
652
$16K ﹤0.01%
+60
653
$16K ﹤0.01%
+371
654
$16K ﹤0.01%
+4,200
655
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+325
656
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98
657
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324
+90
658
$16K ﹤0.01%
+610
659
$16K ﹤0.01%
+603
660
$16K ﹤0.01%
+919
661
$16K ﹤0.01%
+105
662
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+115
663
$16K ﹤0.01%
432
-52
664
$15K ﹤0.01%
+98
665
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+361
666
$15K ﹤0.01%
+651
667
$15K ﹤0.01%
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668
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+240
669
$15K ﹤0.01%
+200
670
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+569
671
$15K ﹤0.01%
64
-177
672
$15K ﹤0.01%
+391
673
$15K ﹤0.01%
+259
674
$15K ﹤0.01%
+170
675
$15K ﹤0.01%
+113