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
$2.12B
AUM Growth
+$99.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
754
New
Increased
Reduced
Closed

Top Buys

1
+$6.84M
2
+$6.72M
3
+$4.45M
4
GLD icon
SPDR Gold Trust
GLD
+$4.42M
5
BNO icon
United States Brent Oil Fund
BNO
+$4.23M

Top Sells

1
+$24.8M
2
+$18.6M
3
+$17.1M
4
META icon
Meta Platforms (Facebook)
META
+$11.9M
5
MSFT icon
Microsoft
MSFT
+$11M

Sector Composition

1 Technology 45.72%
2 Consumer Discretionary 16.6%
3 Communication Services 14.04%
4 Healthcare 5.06%
5 Consumer Staples 4.82%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$5.54M 0.26%
3,129,006
-28,529
77
$5.49M 0.26%
66,839
-7,103
78
$5.36M 0.25%
19,879
+10,181
79
$5.34M 0.25%
28,765
-16,161
80
$5.11M 0.24%
56,458
+310
81
$5.04M 0.24%
6,097
+852
82
$4.97M 0.23%
73,641
-8,108
83
$4.85M 0.23%
49,172
+4,438
84
$4.8M 0.23%
439,910
+140,470
85
$4.77M 0.23%
15,502
-3,374
86
$4.74M 0.22%
66,978
-6,854
87
$4.7M 0.22%
44,462
-10,610
88
$4.64M 0.22%
1,399,214
89
$4.57M 0.22%
50,732
-20,788
90
$4.48M 0.21%
22,559
-2,426
91
$4.34M 0.21%
69,343
+1,323
92
$4.25M 0.2%
15,551
-1,865
93
$4.24M 0.2%
57,017
-5,473
94
$4.13M 0.19%
284,489
+67,998
95
$4.12M 0.19%
13,316
-1,674
96
$4.11M 0.19%
55,974
+14,715
97
$3.86M 0.18%
7,303
+1,204
98
$3.68M 0.17%
1,023,915
99
$3.65M 0.17%
16,514
-10,649
100
$3.55M 0.17%
200,000
-218,357
2 3
4
5 6