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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
$1.11B
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
651
$1K ﹤0.01%
42
652
$1K ﹤0.01%
6
-1,366
653
$0 ﹤0.01%
2
654
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655
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656
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657
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660
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661
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665
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666
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669
$0 ﹤0.01%
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670
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671
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672
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673
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674
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675
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25 26
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