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
76
$2.81M 0.2%
16,088
-232
77
$2.79M 0.2%
31,860
+15,692
78
$2.77M 0.2%
35,510
+1,997
79
$2.71M 0.2%
17,025
-13,914
80
$2.65M 0.19%
40,589
+941
81
$2.63M 0.19%
1,600
+107
82
$2.59M 0.19%
33,218
+16,195
83
$2.58M 0.19%
10,686
-884
84
$2.38M 0.17%
37,950
+13,150
85
$2.34M 0.17%
8,927
-6,529
86
$2.31M 0.17%
17,973
+11,070
87
$2.25M 0.16%
31,950
-1,965
88
$2.22M 0.16%
15,740
+3,785
89
$2.21M 0.16%
20,048
+17,311
90
$2.2M 0.16%
22,490
+8,365
91
$2.19M 0.16%
30,130
+5,176
92
$2.15M 0.16%
14,168
-3,264
93
$2.13M 0.15%
39,413
+618
94
$2.08M 0.15%
4,709
-4,775
95
$2.03M 0.15%
6,478
+1,344
96
$2.02M 0.15%
10,090
+3,313
97
$2.01M 0.15%
23,316
+7,779
98
$1.99M 0.14%
7,393
+2,882
99
$1.98M 0.14%
59,155
-919
100
$1.93M 0.14%
7,501
-1,854
2 3
4
5 6