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
$497M
AUM Growth
+$42.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
802
New
Increased
Reduced
Closed

Top Buys

1
+$10.1M
2
+$6.94M
3
+$6.52M
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$5.69M
5
MSFT icon
Microsoft
MSFT
+$4.84M

Top Sells

1
+$8.56M
2
+$8.16M
3
+$3.41M
4
BZ icon
Kanzhun
BZ
+$3.34M
5
JD icon
JD.com
JD
+$3.28M

Sector Composition

1 Technology 34.89%
2 Consumer Discretionary 26.89%
3 Communication Services 12.71%
4 Consumer Staples 8.8%
5 Healthcare 3.89%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$178K 0.04%
1,210
-939
227
$178K 0.04%
2,609
+1,618
228
$177K 0.04%
921
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229
$176K 0.04%
662
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230
$176K 0.04%
712
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231
$174K 0.04%
1,340
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232
$173K 0.03%
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233
$173K 0.03%
1,632
234
$172K 0.03%
2,256
235
$172K 0.03%
1,300
-2,202
236
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1,168
237
$170K 0.03%
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238
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+1,264
239
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3,627
-2,432
240
$164K 0.03%
1,344
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241
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3,111
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242
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243
$163K 0.03%
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244
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245
$161K 0.03%
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246
$161K 0.03%
1,522
-3,059
247
$160K 0.03%
1,481
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248
$160K 0.03%
2,679
-184
249
$159K 0.03%
9,231
250
$158K 0.03%
1,848
-1,122
8 9
10
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