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
201
$710K 0.05%
5,492
+3,742
202
$705K 0.05%
24,202
+17,532
203
$705K 0.05%
6,601
+181
204
$689K 0.05%
1,333
+648
205
$668K 0.05%
4,260
+602
206
$661K 0.05%
7,529
+6,256
207
$660K 0.05%
6,080
+5,780
208
$644K 0.05%
5,202
+400
209
$640K 0.05%
3,966
-1,614
210
$640K 0.05%
6,175
+3,653
211
$628K 0.05%
150,856
+398
212
$607K 0.04%
408
+152
213
$606K 0.04%
3,987
+805
214
$601K 0.04%
4,347
+3,791
215
$567K 0.04%
4,670
+3,714
216
$564K 0.04%
1,371
+1,009
217
$558K 0.04%
7,571
+6,654
218
$554K 0.04%
1,725
+818
219
$554K 0.04%
2,220
-173
220
$553K 0.04%
18,375
-2,170
221
$552K 0.04%
74,145
+2,307
222
$552K 0.04%
2,441
-1,993
223
$551K 0.04%
+3,107
224
$546K 0.04%
1,793
-175
225
$531K 0.04%
12,046
+11,251
7 8
9
10 11