HFM

Harvest Fund Management Portfolio holdings

AUM $2.66B
1-Year Est. Return 41.32%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+41.32%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$2.12B
AUM Growth
+$99.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
754
New
Increased
Reduced
Closed

Top Buys

1
+$6.84M
2
+$6.72M
3
+$4.45M
4
GLD icon
SPDR Gold Trust
GLD
+$4.42M
5
BNO icon
United States Brent Oil Fund
BNO
+$4.23M

Top Sells

1
+$24.8M
2
+$18.6M
3
+$17.1M
4
META icon
Meta Platforms (Facebook)
META
+$11.9M
5
MSFT icon
Microsoft
MSFT
+$11M

Sector Composition

1 Technology 45.72%
2 Consumer Discretionary 16.6%
3 Communication Services 14.04%
4 Healthcare 5.06%
5 Consumer Staples 4.82%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
651
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-811
652
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653
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654
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655
$0 ﹤0.01%
1
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658
$0 ﹤0.01%
1
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659
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660
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-6,415
661
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-2,908
662
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663
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0
664
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665
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-19,512
666
$0 ﹤0.01%
1
667
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0
668
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669
$0 ﹤0.01%
2
-60
670
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-516
671
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-9,280
672
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-35,211
673
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-76
674
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675
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