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
26
$3.25M 0.65%
522,488
-3,041
27
$3.24M 0.65%
6,012
+813
28
$3.23M 0.65%
195,570
-12,066
29
$3.16M 0.64%
6,457
+920
30
$2.84M 0.57%
15,355
+3,456
31
$2.73M 0.55%
15,295
-665
32
$2.69M 0.54%
22,240
+10,204
33
$2.54M 0.51%
168,649
-6,132
34
$2.54M 0.51%
137,995
-6,661
35
$2.53M 0.51%
343,664
-461,973
36
$2.53M 0.51%
69,456
-3,744
37
$2.37M 0.48%
9,968
-4,141
38
$2.34M 0.47%
16,218
+1,914
39
$2.31M 0.46%
22,901
+3,796
40
$2.06M 0.41%
4,677
+1,150
41
$1.97M 0.4%
31,018
-976
42
$1.92M 0.39%
75,593
-2,035
43
$1.73M 0.35%
3,567
+822
44
$1.63M 0.33%
13,700
+880
45
$1.62M 0.33%
3,366
-1,815
46
$1.6M 0.32%
4,064
-973
47
$1.56M 0.31%
24,280
+3,060
48
$1.53M 0.31%
6,534
+1,171
49
$1.44M 0.29%
4,216
+2,716
50
$1.36M 0.27%
78,931
+18,898
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