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
276
$134K 0.03%
4,029
+723
277
$131K 0.03%
522
+314
278
$129K 0.03%
2,385
+1,326
279
$128K 0.03%
+5,638
280
$128K 0.03%
+3,066
281
$127K 0.03%
7,013
282
$127K 0.03%
2,755
+1,847
283
$127K 0.03%
1,050
+101
284
$126K 0.03%
284
-415
285
$125K 0.03%
3,537
286
$125K 0.03%
799
287
$125K 0.03%
746
-453
288
$124K 0.03%
3,187
+1,196
289
$123K 0.02%
5,495
290
$122K 0.02%
2,864
+278
291
$121K 0.02%
1,744
292
$121K 0.02%
373
+102
293
$121K 0.02%
4,238
+1,981
294
$120K 0.02%
1,050
-491
295
$119K 0.02%
1,070
+249
296
$119K 0.02%
+2,000
297
$116K 0.02%
1,779
298
$115K 0.02%
+1,218
299
$115K 0.02%
953
300
$114K 0.02%
2,133
10 11
12
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