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
$1.68B
AUM Growth
+$301M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
761
New
Increased
Reduced
Closed

Top Buys

1
+$31.1M
2
+$24.1M
3
+$22.3M
4
META icon
Meta Platforms (Facebook)
META
+$16.1M
5
AVGO icon
Broadcom
AVGO
+$14M

Top Sells

1
+$11.1M
2
+$7.39M
3
+$6.8M
4
MU icon
Micron Technology
MU
+$5.91M
5
GOTU icon
Gaotu Techedu
GOTU
+$5.88M

Sector Composition

1 Technology 45.53%
2 Consumer Discretionary 16.54%
3 Communication Services 13.23%
4 Consumer Staples 7.33%
5 Healthcare 5%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$615K 0.04%
10,677
+9,495
227
$609K 0.04%
7,272
-6,613
228
$594K 0.04%
+8,263
229
$591K 0.04%
+7,973
230
$591K 0.04%
+17,051
231
$588K 0.03%
14,821
+4,837
232
$578K 0.03%
+42,310
233
$560K 0.03%
4,764
+1,718
234
$559K 0.03%
1,145
+558
235
$555K 0.03%
16,612
+5,924
236
$555K 0.03%
3,406
-1,892
237
$552K 0.03%
3,017
+714
238
$551K 0.03%
2,005
-6,922
239
$550K 0.03%
3,455
-511
240
$547K 0.03%
8,614
+4,571
241
$534K 0.03%
3,322
+2,843
242
$527K 0.03%
3,519
+2,146
243
$511K 0.03%
50,770
+527
244
$489K 0.03%
2,170
-56
245
$483K 0.03%
+1,327
246
$478K 0.03%
2,144
+1,535
247
$469K 0.03%
3,168
+1,476
248
$468K 0.03%
4,514
-8
249
$460K 0.03%
2,607
250
$457K 0.03%
517
+317
8 9
10
11 12