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
251
$454K 0.03%
9,857
-936
252
$452K 0.03%
46
+10
253
$443K 0.03%
2,654
254
$441K 0.03%
2,123
-1,314
255
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+5,204
256
$427K 0.03%
+4,683
257
$422K 0.03%
2,159
+1,519
258
$417K 0.02%
2,981
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259
$417K 0.02%
4,674
+3,526
260
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2,889
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261
$413K 0.02%
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+2,900
262
$409K 0.02%
8,207
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263
$397K 0.02%
8,425
-940
264
$393K 0.02%
9,020
+5,984
265
$389K 0.02%
+2,848
266
$376K 0.02%
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267
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355
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268
$369K 0.02%
+13,808
269
$364K 0.02%
3,254
-5,247
270
$362K 0.02%
+4,838
271
$362K 0.02%
+2,909
272
$361K 0.02%
2,036
-3,596
273
$356K 0.02%
+2,934
274
$355K 0.02%
3,697
+126
275
$353K 0.02%
3,201
+2,703
9 10
11
12 13