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
276
$351K 0.02%
11,526
+9,628
277
$348K 0.02%
1,168
-371
278
$345K 0.02%
+41,011
279
$339K 0.02%
5,212
+4,823
280
$339K 0.02%
+4,646
281
$335K 0.02%
+2,654
282
$334K 0.02%
+572
283
$331K 0.02%
1,820
+172
284
$330K 0.02%
534
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285
$326K 0.02%
644
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286
$326K 0.02%
+9,606
287
$321K 0.02%
+8,015
288
$321K 0.02%
3,283
+3,279
289
$313K 0.02%
2,525
-9,440
290
$313K 0.02%
2,801
-3,374
291
$311K 0.02%
+8,861
292
$310K 0.02%
+2,171
293
$309K 0.02%
7,520
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294
$306K 0.02%
+4,926
295
$297K 0.02%
2,413
-1,553
296
$296K 0.02%
1,358
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297
$295K 0.02%
+8,074
298
$294K 0.02%
1,347
+1,170
299
$294K 0.02%
4,190
+2,295
300
$292K 0.02%
6,398
+258
10 11
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