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
$1.38B
AUM Growth
+$268M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
785
New
Increased
Reduced
Closed

Top Buys

1
+$18.2M
2
+$12.3M
3
+$11.8M
4
AMZN icon
Amazon
AMZN
+$10.7M
5
LRCX icon
Lam Research
LRCX
+$10.6M

Top Sells

1
+$6.17M
2
+$2.62M
3
+$2.21M
4
MA icon
Mastercard
MA
+$2.11M
5
HD icon
Home Depot
HD
+$1.81M

Sector Composition

1 Technology 45.16%
2 Consumer Discretionary 16.55%
3 Communication Services 12.68%
4 Consumer Staples 8.56%
5 Healthcare 5.28%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$4.36M 0.32%
21,813
+7,766
52
$4.33M 0.31%
539,857
-51,409
53
$4.28M 0.31%
19,912
+513
54
$4.21M 0.3%
19,704
+500
55
$4.2M 0.3%
10,976
+1,018
56
$4.07M 0.29%
92,584
+2,149
57
$4.05M 0.29%
182,375
+4,234
58
$3.99M 0.29%
28,967
+7,905
59
$3.85M 0.28%
296,145
-13,504
60
$3.7M 0.27%
12,041
-2,813
61
$3.65M 0.26%
3,471
-170
62
$3.53M 0.26%
15,484
+769
63
$3.31M 0.24%
13,398
+7,099
64
$3.3M 0.24%
19,282
-742
65
$3.11M 0.22%
45,301
+8,619
66
$3.08M 0.22%
35,600
-9,500
67
$3.07M 0.22%
95,629
+23,701
68
$3.07M 0.22%
38,627
+9,485
69
$3.05M 0.22%
20,594
+17,094
70
$2.99M 0.22%
12,526
+181
71
$2.97M 0.21%
20,803
+1,825
72
$2.95M 0.21%
+73,792
73
$2.92M 0.21%
35,810
+7,910
74
$2.88M 0.21%
10,721
+896
75
$2.86M 0.21%
13,767
+4,960
1 2
3
4 5