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
$455M
AUM Growth
+$66.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
852
New
Increased
Reduced
Closed

Top Buys

1
+$8.61M
2
+$7.47M
3
+$6.09M
4
PDD icon
Pinduoduo
PDD
+$5.9M
5
NVDA icon
NVIDIA
NVDA
+$5.58M

Top Sells

1
+$9.21M
2
+$4.5M
3
+$2.25M
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$1.39M
5
CVS icon
CVS Health
CVS
+$1.11M

Sector Composition

1 Consumer Discretionary 32.64%
2 Technology 26.38%
3 Communication Services 12.56%
4 Consumer Staples 7.4%
5 Financials 5.82%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$242K 0.05%
1,186
177
$241K 0.05%
782
-4,507
178
$241K 0.05%
4,510
+1,000
179
$239K 0.05%
5,850
180
$238K 0.05%
2,383
+1,173
181
$236K 0.05%
432
+106
182
$235K 0.05%
1,740
+200
183
$234K 0.05%
840
+749
184
$234K 0.05%
3,588
-5,798
185
$233K 0.05%
4,754
186
$230K 0.05%
6,791
187
$229K 0.05%
1,569
+760
188
$226K 0.05%
4,182
+1,626
189
$224K 0.05%
4,585
-2,207
190
$224K 0.05%
743
191
$221K 0.05%
7,371
+2,449
192
$220K 0.05%
2,505
+2,314
193
$219K 0.05%
602
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194
$216K 0.05%
5,754
+4,418
195
$216K 0.05%
1,372
-3,381
196
$210K 0.05%
2,825
-2,221
197
$210K 0.05%
1,679
+48
198
$209K 0.05%
1,849
-1,418
199
$207K 0.05%
2,823
+2,089
200
$207K 0.05%
5,149
+1,431
6 7
8
9 10