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
451
$58K ﹤0.01%
725
452
$55K ﹤0.01%
1,488
453
$53K ﹤0.01%
1,039
-20,582
454
$53K ﹤0.01%
422
455
$53K ﹤0.01%
483
-7,151
456
$52K ﹤0.01%
+1,670
457
$50K ﹤0.01%
594
+571
458
$49K ﹤0.01%
615
+603
459
$49K ﹤0.01%
+232
460
$48K ﹤0.01%
729
461
$48K ﹤0.01%
590
-1,558
462
$48K ﹤0.01%
1,023
-268
463
$47K ﹤0.01%
179
464
$46K ﹤0.01%
490
-2,425
465
$45K ﹤0.01%
+162
466
$42K ﹤0.01%
+234
467
$41K ﹤0.01%
447
+270
468
$41K ﹤0.01%
+105
469
$38K ﹤0.01%
154
+9
470
$36K ﹤0.01%
+603
471
$35K ﹤0.01%
253
472
$34K ﹤0.01%
125
473
$31K ﹤0.01%
113
474
$30K ﹤0.01%
1,053
-9,423
475
$28K ﹤0.01%
+545
17 18
19
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