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
176
$917K 0.07%
12,361
+335
177
$916K 0.07%
36,164
-1,767
178
$898K 0.07%
5,632
+4,246
179
$898K 0.07%
16,813
+466
180
$894K 0.06%
3,203
+2,704
181
$893K 0.06%
6,120
+2,653
182
$886K 0.06%
10,594
-477
183
$858K 0.06%
8,501
+6,038
184
$853K 0.06%
4,822
+186
185
$849K 0.06%
2,642
+80
186
$843K 0.06%
16,690
+561
187
$821K 0.06%
7,867
+2,278
188
$811K 0.06%
10,077
+9,976
189
$809K 0.06%
3,707
+1,869
190
$806K 0.06%
5,186
+163
191
$797K 0.06%
6,189
+3,119
192
$788K 0.06%
7,634
+2,917
193
$772K 0.06%
5,298
+3,566
194
$760K 0.06%
3,538
+2,686
195
$754K 0.05%
3,437
+1,443
196
$736K 0.05%
12,861
+3,812
197
$733K 0.05%
1,561
+1,209
198
$723K 0.05%
5,439
+4,413
199
$721K 0.05%
7,057
+6,641
200
$714K 0.05%
4,644
+845
6 7
8
9 10