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
301
$282K 0.02%
2,067
-3,425
302
$277K 0.02%
1,053
+658
303
$273K 0.02%
1,340
+1,001
304
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1,728
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305
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306
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560
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307
$265K 0.02%
954
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308
$259K 0.02%
1,489
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309
$253K 0.02%
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-177
310
$251K 0.01%
+684
311
$250K 0.01%
11,311
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312
$250K 0.01%
167
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313
$249K 0.01%
5,494
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314
$247K 0.01%
8,722
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315
$246K 0.01%
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316
$246K 0.01%
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317
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318
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496
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319
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320
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584
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321
$242K 0.01%
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322
$242K 0.01%
654
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323
$241K 0.01%
672
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324
$240K 0.01%
3,048
325
$234K 0.01%
464
11 12
13
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