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
$847M
AUM Growth
+$260M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
433
New
Increased
Reduced
Closed

Top Sells

1 +$10.6M
2 +$10.1M
3 +$8.78M
4
META icon
Meta Platforms (Facebook)
META
+$8.18M
5
AMZN icon
Amazon
AMZN
+$6.11M

Sector Composition

1 Consumer Discretionary 35.33%
2 Consumer Staples 23.39%
3 Technology 17.37%
4 Communication Services 15.21%
5 Industrials 3.1%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
201
$99K 0.01%
889
-350
202
$99K 0.01%
1,963
203
$99K 0.01%
951
204
$98K 0.01%
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205
$97K 0.01%
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206
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207
$96K 0.01%
1,843
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208
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1,188
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209
$94K 0.01%
659
210
$94K 0.01%
1,476
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211
$93K 0.01%
+986
212
$92K 0.01%
1,141
213
$92K 0.01%
1,274
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214
$91K 0.01%
2,639
215
$90K 0.01%
2,700
216
$90K 0.01%
2,700
217
$90K 0.01%
1,342
218
$90K 0.01%
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$89K 0.01%
735
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220
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249
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221
$88K 0.01%
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222
$88K 0.01%
+862
223
$88K 0.01%
1,680
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224
$88K 0.01%
1,861
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225
$87K 0.01%
354
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