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

Top Buys

1
+$16.1M
2
+$11.1M
3
+$10.7M
4
AMZN icon
Amazon
AMZN
+$10.2M
5
LRCX icon
Lam Research
LRCX
+$9.57M

Top Sells

1
+$6.17M
2
+$2.37M
3
+$2.22M
4
MA icon
Mastercard
MA
+$2.18M
5
HD icon
Home Depot
HD
+$1.79M

Sector Composition

1 Technology 45.15%
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
751
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752
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754
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762
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767
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768
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769
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770
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771
$0 ﹤0.01%
13
772
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773
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774
$0 ﹤0.01%
8
775
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