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
401
$121K 0.01%
+2,721
402
$121K 0.01%
687
-629
403
$120K 0.01%
395
+325
404
$120K 0.01%
+1,218
405
$120K 0.01%
4,524
-6,198
406
$118K 0.01%
+886
407
$118K 0.01%
187
+11
408
$117K 0.01%
+1,646
409
$117K 0.01%
898
+860
410
$116K 0.01%
+1,723
411
$113K 0.01%
1,188
412
$111K 0.01%
2,057
413
$111K 0.01%
+4,761
414
$110K 0.01%
951
-3,373
415
$109K 0.01%
+2,226
416
$108K 0.01%
1,097
-19
417
$107K 0.01%
2,696
418
$105K 0.01%
645
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419
$105K 0.01%
57
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420
$101K 0.01%
292
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421
$98K 0.01%
1,099
-8,978
422
$97K 0.01%
824
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423
$96K 0.01%
+2,015
424
$95K 0.01%
1,005
425
$81K ﹤0.01%
8,400
15 16
17
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