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
$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
751
– –
-13
752
$0 ﹤0.01%
5
-807
753
– –
-36
754
– –
-20
755
– –
-483
756
– –
-6,005
757
– –
-391
758
– –
-105
759
– –
-772
760
– –
-1,874
761
$0 ﹤0.01%
17
762
– –
0
763
– –
-3
764
– –
-766
765
– –
-234
766
– –
-1,496
767
$0 ﹤0.01%
1
768
$0 ﹤0.01%
25
769
– –
-1,017
770
– –
-119
771
– –
-26,674
772
– –
-22
773
– –
-10,140
774
– –
0
775
– –
-5,132
29 30
31
32 33