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
376
$141K 0.01%
1,513
-1,173
377
$141K 0.01%
1,302
378
$140K 0.01%
+12,014
379
$137K 0.01%
1,415
-2,527
380
$136K 0.01%
+4,876
381
$135K 0.01%
1,249
+1,240
382
$135K 0.01%
3,479
383
$134K 0.01%
2,427
-3,398
384
$133K 0.01%
+2,569
385
$132K 0.01%
2,578
+2,351
386
$131K 0.01%
+1,255
387
$130K 0.01%
+1,895
388
$130K 0.01%
+6,577
389
$129K 0.01%
723
390
$127K 0.01%
1,134
391
$127K 0.01%
+754
392
$126K 0.01%
+1,276
393
$126K 0.01%
+570
394
$125K 0.01%
1,989
-3,734
395
$125K 0.01%
580
-821
396
$123K 0.01%
+1,624
397
$123K 0.01%
7,350
+6,725
398
$123K 0.01%
340
-54
399
$123K 0.01%
527
+492
400
$122K 0.01%
+604
14 15
16
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