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
351
$84K 0.02%
5,587
352
$83K 0.02%
2,273
353
$83K 0.02%
1,500
+700
354
$82K 0.02%
1,874
355
$82K 0.02%
840
-873
356
$82K 0.02%
3,704
357
$81K 0.02%
1,533
-3,515
358
$81K 0.02%
1,780
359
$80K 0.02%
2,296
360
$79K 0.02%
+578
361
$79K 0.02%
1,081
362
$78K 0.02%
1,613
363
$78K 0.02%
793
-117
364
$77K 0.02%
615
+466
365
$76K 0.02%
992
366
$76K 0.02%
295
367
$76K 0.02%
237
-358
368
$75K 0.02%
645
-2,748
369
$75K 0.02%
528
370
$74K 0.01%
+9,339
371
$74K 0.01%
915
372
$73K 0.01%
2,729
373
$73K 0.01%
396
374
$72K 0.01%
379
375
$72K 0.01%
+2,049
13 14
15
16 17