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
126
$1.36M 0.1%
12,034
-3,128
127
$1.35M 0.1%
9,743
+3,346
128
$1.35M 0.1%
4,513
+227
129
$1.34M 0.1%
12,359
-3,052
130
$1.31M 0.09%
9,380
+8,487
131
$1.31M 0.09%
+35,000
132
$1.3M 0.09%
4,152
+385
133
$1.29M 0.09%
10,892
-21
134
$1.28M 0.09%
2,638
-986
135
$1.24M 0.09%
+21,621
136
$1.22M 0.09%
2
137
$1.22M 0.09%
3,718
+2,120
138
$1.21M 0.09%
9,334
-368
139
$1.2M 0.09%
2,646
+1,259
140
$1.18M 0.09%
36,744
+1,024
141
$1.17M 0.08%
2,870
+339
142
$1.16M 0.08%
6,575
+3,317
143
$1.15M 0.08%
9,763
144
$1.15M 0.08%
5,968
+1,548
145
$1.15M 0.08%
+6,202
146
$1.14M 0.08%
2,963
+2,582
147
$1.12M 0.08%
13,715
+1,686
148
$1.12M 0.08%
8,060
+188
149
$1.12M 0.08%
14,393
-2,502
150
$1.12M 0.08%
13,465
4 5
6
7 8