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HFM

Harvest Fund Management Portfolio holdings

AUM $2.35B
1-Year Est. Return 49.92%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+49.92%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$2.35B
AUM Growth
-$309M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
682
New
Increased
Reduced
Closed

Top Buys

1
+$38.1M
2
+$25.6M
3
+$9.22M
4
YUMC icon
Yum China
YUMC
+$7.49M
5
XLE icon
State Street Energy Select Sector SPDR ETF
XLE
+$6.4M

Top Sells

1
+$69.7M
2
+$40.5M
3
+$16.2M
4
TXN icon
Texas Instruments
TXN
+$15.4M
5
WBD icon
Warner Bros
WBD
+$12.7M

Sector Composition

1 Technology 48.37%
2 Communication Services 13.81%
3 Consumer Discretionary 12.39%
4 Consumer Staples 6.32%
5 Healthcare 4.66%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
NOW icon
176
ServiceNow
NOW
$106B
$836K 0.04%
8,000
-490
GDX icon
177
VanEck Gold Miners ETF
GDX
$23.6B
$812K 0.03%
8,855
+1,664
AU icon
178
AngloGold Ashanti
AU
$42.1B
$797K 0.03%
8,177
+1,265
PSX icon
179
Phillips 66
PSX
$71.4B
$790K 0.03%
4,338
+3,757
MS icon
180
Morgan Stanley
MS
$335B
$744K 0.03%
4,525
-62
JPM icon
181
JPMorgan Chase
JPM
$840B
$740K 0.03%
2,517
-295
BE icon
182
Bloom Energy
BE
$70.8B
$738K 0.03%
5,452
+1,306
FCX icon
183
Freeport-McMoran
FCX
$95.4B
$718K 0.03%
12,215
APA icon
184
APA Corp
APA
$13B
$703K 0.03%
16,574
+10,343
TNL icon
185
Travel + Leisure Co
TNL
$4.59B
$692K 0.03%
10,011
+4,699
IBKR icon
186
Interactive Brokers
IBKR
$39.6B
$683K 0.03%
10,186
+4,862
IRDM icon
187
Iridium Communications
IRDM
$5.28B
$671K 0.03%
+24,198
TPR icon
188
Tapestry
TPR
$29.4B
$671K 0.03%
4,755
-421
CRS icon
189
Carpenter Technology
CRS
$27.9B
$664K 0.03%
1,684
-777
CL icon
190
Colgate-Palmolive
CL
$71.5B
$662K 0.03%
7,772
+7,612
WELL icon
191
Welltower
WELL
$149B
$657K 0.03%
3,325
-17,548
EME icon
192
Emcor
EME
$36.1B
$626K 0.03%
848
+410
MOS icon
193
The Mosaic Company
MOS
$6.7B
$623K 0.03%
+24,460
SPXC icon
194
SPX Corp
SPXC
$11.7B
$617K 0.03%
3,085
-1,950
AXP icon
195
American Express
AXP
$217B
$615K 0.03%
2,034
-1,848
BAC icon
196
Bank of America
BAC
$391B
$615K 0.03%
12,620
-10,322
BA icon
197
Boeing
BA
$175B
$613K 0.03%
3,082
+2,845
VSAT icon
198
Viasat
VSAT
$9.93B
$608K 0.03%
13,266
+3,320
BMY icon
199
Bristol-Myers Squibb
BMY
$116B
$599K 0.03%
9,870
PHIN icon
200
Phinia Inc
PHIN
$3.03B
$584K 0.02%
8,535
+2,745
6 7
8
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