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
$455M
AUM Growth
+$66.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
852
New
Increased
Reduced
Closed

Top Buys

1
+$8.61M
2
+$7.47M
3
+$6.09M
4
PDD icon
Pinduoduo
PDD
+$5.9M
5
NVDA icon
NVIDIA
NVDA
+$5.58M

Top Sells

1
+$9.21M
2
+$4.5M
3
+$2.25M
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$1.39M
5
CVS icon
CVS Health
CVS
+$1.11M

Sector Composition

1 Consumer Discretionary 32.64%
2 Technology 26.38%
3 Communication Services 12.56%
4 Consumer Staples 7.4%
5 Financials 5.82%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
651
$9K ﹤0.01%
38
+31
652
$9K ﹤0.01%
768
653
$9K ﹤0.01%
+139
654
$8K ﹤0.01%
318
655
$8K ﹤0.01%
119
656
$8K ﹤0.01%
+78
657
$8K ﹤0.01%
191
+164
658
$8K ﹤0.01%
+325
659
$8K ﹤0.01%
268
660
$8K ﹤0.01%
226
661
$7K ﹤0.01%
131
662
$7K ﹤0.01%
222
663
$7K ﹤0.01%
64
-62
664
$7K ﹤0.01%
177
665
$7K ﹤0.01%
73
666
$7K ﹤0.01%
123
-44
667
$7K ﹤0.01%
44
668
$7K ﹤0.01%
33
669
$7K ﹤0.01%
1,074
670
$7K ﹤0.01%
160
-2,631
671
$7K ﹤0.01%
373
-1,784
672
$7K ﹤0.01%
176
673
$7K ﹤0.01%
100
674
$6K ﹤0.01%
11
675
$6K ﹤0.01%
+58
25 26
27
28 29