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
326
$234K 0.01%
735
+611
327
$233K 0.01%
6,815
+542
328
$228K 0.01%
+1,221
329
$226K 0.01%
3,004
+1,533
330
$225K 0.01%
4,173
+2,703
331
$224K 0.01%
6,436
332
$224K 0.01%
157
-167
333
$220K 0.01%
+2,106
334
$220K 0.01%
1,775
335
$219K 0.01%
+5,548
336
$215K 0.01%
11,547
+7,122
337
$214K 0.01%
948
-1,493
338
$210K 0.01%
+6,816
339
$208K 0.01%
18,511
340
$207K 0.01%
4,141
-2,805
341
$203K 0.01%
+376
342
$203K 0.01%
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343
$202K 0.01%
703
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344
$200K 0.01%
678
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345
$199K 0.01%
2,650
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346
$198K 0.01%
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347
$196K 0.01%
+1,475
348
$192K 0.01%
+1,554
349
$190K 0.01%
1,198
-1,080
350
$189K 0.01%
+8,704
12 13
14
15 16