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
26
$12.2M 0.73%
23,610
+4,546
27
$11.4M 0.68%
23,154
+5,729
28
$10.8M 0.64%
63,271
+21,671
29
$10.5M 0.62%
22,009
+7,463
30
$10.4M 0.62%
51,328
+7,032
31
$9.93M 0.59%
186,723
+64,814
32
$9.86M 0.59%
151,302
+57,603
33
$8.86M 0.53%
27,496
+8,524
34
$8.73M 0.52%
2,073
+423
35
$8.08M 0.48%
2,834,389
+1,705
36
$8M 0.48%
12,877
+3,198
37
$7.61M 0.45%
8,229
-511
38
$7.52M 0.45%
320,629
+121,815
39
$7.43M 0.44%
177,945
+59,504
40
$7.03M 0.42%
9,085
+1,308
41
$6.96M 0.41%
+302,950
42
$6.66M 0.4%
38,960
+10,368
43
$6.56M 0.39%
1,673,915
-1,500,000
44
$6.44M 0.38%
67,370
45
$6.28M 0.37%
13,648
+10,778
46
$6.27M 0.37%
24,123
+2,310
47
$6.18M 0.37%
29,926
+10,222
48
$5.94M 0.35%
72,820
-90,500
49
$5.94M 0.35%
194,000
+120,208
50
$5.88M 0.35%
34,543
+18,803
1
2
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