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
326
$100K 0.02%
14,888
-2,385
327
$99K 0.02%
911
-201
328
$98K 0.02%
910
-1,863
329
$97K 0.02%
526
330
$97K 0.02%
10,451
331
$96K 0.02%
818
332
$96K 0.02%
273
+166
333
$96K 0.02%
+230
334
$95K 0.02%
478
335
$93K 0.02%
608
-764
336
$93K 0.02%
8,020
+4,613
337
$93K 0.02%
+669
338
$92K 0.02%
1,484
-95
339
$91K 0.02%
498
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340
$91K 0.02%
2,044
341
$91K 0.02%
4,384
342
$89K 0.02%
948
343
$88K 0.02%
255
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344
$88K 0.02%
1,370
345
$88K 0.02%
1,393
346
$88K 0.02%
302
347
$87K 0.02%
442
348
$86K 0.02%
1,209
-1,560
349
$86K 0.02%
1,900
+882
350
$85K 0.02%
472
12 13
14
15 16