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HFM

Harvest Fund Management Portfolio holdings

AUM $2.35B
1-Year Est. Return 49.92%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+49.92%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$2.36B
AUM Growth
+$244M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
723
New
Increased
Reduced
Closed

Top Buys

1
+$11.7M
2
+$8.23M
3
+$8.2M
4
SGOL icon
abrdn Physical Gold Shares ETF
SGOL
+$7.96M
5
DQ
Daqo New Energy
DQ
+$5.91M

Top Sells

1
+$9.41M
2
+$6.36M
3
+$4.3M
4
VRSN icon
VeriSign
VRSN
+$3.95M
5
VRSK icon
Verisk Analytics
VRSK
+$3.69M

Sector Composition

1 Technology 48.27%
2 Consumer Discretionary 16.33%
3 Communication Services 14.44%
4 Healthcare 4.28%
5 Consumer Staples 4.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$14.6M 0.62%
81,898
-1,002
27
$13.7M 0.58%
28,838
+2,053
28
$13.3M 0.56%
178,580
-23,401
29
$13M 0.55%
12,023
+295
30
$12.9M 0.55%
60,025
+3,800
31
$12.9M 0.55%
26,150
+2,340
32
$12.9M 0.54%
383,199
+42,583
33
$12.7M 0.54%
38,142
-5,023
34
$12.6M 0.53%
1,124,236
-11,960
35
$12.4M 0.53%
18,215
-391
36
$11.9M 0.5%
84,586
+6,597
37
$11.7M 0.49%
41,482
+5,211
38
$10.9M 0.46%
53,207
-1,566
39
$10.7M 0.45%
127,051
+43,763
40
$10.6M 0.45%
37,734
-4,234
41
$10.3M 0.44%
93,141
+6,546
42
$9.89M 0.42%
56,905
+1,491
43
$9.88M 0.42%
22,091
-2,411
44
$9.79M 0.41%
27,539
-8,637
45
$9.5M 0.4%
799,403
-25,878
46
$9.4M 0.4%
19,189
+1,139
47
$9.38M 0.4%
9,690
-1,373
48
$9.18M 0.39%
26,035
+1,835
49
$9.11M 0.39%
39,353
+10,588
50
$9.11M 0.39%
16,017
-1,260
1
2
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