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
476
$28K ﹤0.01%
+4,299
477
$28K ﹤0.01%
314
+49
478
$28K ﹤0.01%
+322
479
$26K ﹤0.01%
1,332
-21,567
480
$25K ﹤0.01%
122
-1,097
481
$25K ﹤0.01%
100
-486
482
$24K ﹤0.01%
+76
483
$24K ﹤0.01%
12,664
484
$23K ﹤0.01%
+122
485
$22K ﹤0.01%
269
+154
486
$21K ﹤0.01%
108
487
$21K ﹤0.01%
134
488
$21K ﹤0.01%
172
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489
$21K ﹤0.01%
42
-1,851
490
$20K ﹤0.01%
+194
491
$20K ﹤0.01%
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492
$19K ﹤0.01%
430
-2,632
493
$19K ﹤0.01%
456
494
$17K ﹤0.01%
+299
495
$17K ﹤0.01%
133
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496
$16K ﹤0.01%
179
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497
$16K ﹤0.01%
488
-11,558
498
$16K ﹤0.01%
+369
499
$15K ﹤0.01%
31
500
$15K ﹤0.01%
29
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18 19
20
21 22