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
126
$2.51M 0.12%
11,159
+5,354
127
$2.5M 0.12%
57,478
-9,352
128
$2.48M 0.12%
8,142
-1,353
129
$2.48M 0.12%
35,209
+1,196
130
$2.38M 0.11%
18,670
-2,201
131
$2.36M 0.11%
33,839
-2,945
132
$2.31M 0.11%
16,790
-1,696
133
$2.27M 0.11%
14,238
-2,225
134
$2.27M 0.11%
13,523
+3,935
135
$2.26M 0.11%
5,766
+322
136
$2.18M 0.1%
27,993
-3,257
137
$2.17M 0.1%
11,680
-2,454
138
$2.17M 0.1%
19,845
+285
139
$2.15M 0.1%
56,252
-6,619
140
$2.12M 0.1%
28,591
-1,730
141
$2.07M 0.1%
9,248
-4,442
142
$2.04M 0.1%
11,153
+4
143
$1.95M 0.09%
12,010
-1,416
144
$1.94M 0.09%
12,100
-1,142
145
$1.94M 0.09%
7,374
+829
146
$1.93M 0.09%
23,953
-1,954
147
$1.91M 0.09%
9,382
-2,136
148
$1.86M 0.09%
9,050
-3,845
149
$1.79M 0.08%
2,529
+129
150
$1.75M 0.08%
4,992
-545
4 5
6
7 8