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
$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
726
– –
-42
727
– –
-147
728
– –
-30,334
729
– –
-1
730
– –
-3,649
731
– –
-1,023
732
– –
-1,431
733
– –
-361
734
– –
-7,213
735
– –
-713
736
– –
-7,379
737
– –
-4,708
738
– –
-3,694
739
– –
-11
740
– –
-181
741
– –
-855
742
– –
-178
743
– –
-252
744
– –
-123
745
– –
-1,033
746
– –
-852
747
– –
-6,629
748
– –
-56
749
– –
-566
750
– –
-228
28 29
30
31 32