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
426
$80K ﹤0.01%
675
-20,128
427
$77K ﹤0.01%
456
-1,804
428
$74K ﹤0.01%
196
-318
429
$74K ﹤0.01%
292
430
$74K ﹤0.01%
640
-248
431
$72K ﹤0.01%
335
+28
432
$72K ﹤0.01%
381
-937
433
$71K ﹤0.01%
434
-697
434
$71K ﹤0.01%
3,057
435
$70K ﹤0.01%
797
+683
436
$69K ﹤0.01%
+1,544
437
$68K ﹤0.01%
770
-1,384
438
$68K ﹤0.01%
1,314
439
$63K ﹤0.01%
134
440
$63K ﹤0.01%
+1,109
441
$63K ﹤0.01%
3,098
-75,239
442
$62K ﹤0.01%
+3,112
443
$62K ﹤0.01%
1,901
+1,894
444
$62K ﹤0.01%
313
-2,555
445
$62K ﹤0.01%
+2,956
446
$62K ﹤0.01%
+1,423
447
$61K ﹤0.01%
+1,236
448
$60K ﹤0.01%
381
449
$60K ﹤0.01%
+673
450
$58K ﹤0.01%
+825
16 17
18
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