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
101
$1.9M 0.14%
5,198
+2,880
102
$1.9M 0.14%
32,661
-4,941
103
$1.88M 0.14%
12,975
+3,062
104
$1.83M 0.13%
3,239
+88
105
$1.79M 0.13%
5,203
-5,247
106
$1.78M 0.13%
2,260
-485
107
$1.69M 0.12%
24,891
+18,162
108
$1.66M 0.12%
78,337
+76,336
109
$1.63M 0.12%
82,890
-6,295
110
$1.63M 0.12%
15,860
-4,001
111
$1.57M 0.11%
31,526
-241
112
$1.54M 0.11%
100,000
-170,000
113
$1.53M 0.11%
+11,965
114
$1.49M 0.11%
16,246
-1,194
115
$1.44M 0.1%
12,163
-134
116
$1.43M 0.1%
6,415
-1,104
117
$1.43M 0.1%
2,815
+2,230
118
$1.43M 0.1%
8,738
+6,661
119
$1.42M 0.1%
11,466
+3,006
120
$1.4M 0.1%
23,299
-10,110
121
$1.4M 0.1%
15,950
+456
122
$1.38M 0.1%
6,799
-843
123
$1.38M 0.1%
4,127
-2,542
124
$1.37M 0.1%
17,620
+474
125
$1.37M 0.1%
41,019
+161
3 4
5
6 7