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
151
$1.11M 0.08%
1,893
+1,102
152
$1.09M 0.08%
3,656
+90
153
$1.09M 0.08%
34,650
-6,642
154
$1.08M 0.08%
+6,303
155
$1.08M 0.08%
4,645
+929
156
$1.07M 0.08%
13,885
+2,705
157
$1.06M 0.08%
30,199
+728
158
$1.05M 0.08%
30,260
+828
159
$1.03M 0.07%
2,446
+1,969
160
$1.03M 0.07%
+37,513
161
$1.02M 0.07%
15,045
+386
162
$1.02M 0.07%
4,406
+126
163
$1.02M 0.07%
14,859
+126
164
$1.01M 0.07%
13,945
+445
165
$1.01M 0.07%
4,243
+888
166
$1.01M 0.07%
12,986
+7,551
167
$984K 0.07%
16,566
168
$983K 0.07%
9,322
+1,906
169
$973K 0.07%
10,866
+1,467
170
$953K 0.07%
6,278
+3,108
171
$951K 0.07%
4,713
-213
172
$944K 0.07%
+400,000
173
$940K 0.07%
14,651
+11,170
174
$939K 0.07%
7,670
+6,085
175
$929K 0.07%
4,151
-890
5 6
7
8 9