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
201
$206K 0.05%
2,324
-1,815
202
$206K 0.05%
8,597
-7,296
203
$205K 0.05%
2,382
+1,188
204
$205K 0.05%
1,199
+736
205
$205K 0.05%
1,909
+398
206
$203K 0.04%
2,915
-1,102
207
$202K 0.04%
4,820
-932
208
$202K 0.04%
+3,285
209
$202K 0.04%
1,809
-1,564
210
$199K 0.04%
6,618
+3,305
211
$199K 0.04%
1,402
+749
212
$198K 0.04%
879
+450
213
$198K 0.04%
2,633
+1,415
214
$196K 0.04%
5,173
+2,534
215
$195K 0.04%
595
-1,367
216
$194K 0.04%
17,419
-868
217
$193K 0.04%
3,472
-491
218
$192K 0.04%
5,880
+999
219
$191K 0.04%
1,757
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220
$191K 0.04%
6,393
+4,627
221
$190K 0.04%
535
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222
$186K 0.04%
1,083
+387
223
$186K 0.04%
7,877
224
$185K 0.04%
1,003
+977
225
$184K 0.04%
2,424
+1,332
7 8
9
10 11