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
301
$114K 0.02%
396
+351
302
$113K 0.02%
673
+316
303
$113K 0.02%
+1,173
304
$112K 0.02%
450
+369
305
$110K 0.02%
548
+69
306
$109K 0.02%
+997
307
$108K 0.02%
484
+196
308
$108K 0.02%
1,908
309
$108K 0.02%
963
310
$107K 0.02%
+5,233
311
$105K 0.02%
3,249
312
$104K 0.02%
713
+336
313
$102K 0.02%
1,206
314
$102K 0.02%
2,063
-2,151
315
$102K 0.02%
1,348
316
$101K 0.02%
3,258
317
$101K 0.02%
+1,707
318
$101K 0.02%
761
-78
319
$101K 0.02%
+1,734
320
$101K 0.02%
868
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321
$100K 0.02%
734
-1,365
322
$100K 0.02%
716
+270
323
$100K 0.02%
+534
324
$100K 0.02%
+1,233
325
$100K 0.02%
913
11 12
13
14 15