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
501
$20K ﹤0.01%
+269
502
$20K ﹤0.01%
225
-142
503
$20K ﹤0.01%
+304
504
$20K ﹤0.01%
308
505
$19K ﹤0.01%
277
-110
506
$19K ﹤0.01%
1,661
507
$19K ﹤0.01%
327
508
$19K ﹤0.01%
103
-1,279
509
$19K ﹤0.01%
256
-1,529
510
$19K ﹤0.01%
191
-576
511
$19K ﹤0.01%
40
-392
512
$19K ﹤0.01%
500
513
$18K ﹤0.01%
+224
514
$18K ﹤0.01%
1,183
-362
515
$18K ﹤0.01%
81
-195
516
$18K ﹤0.01%
372
-4,382
517
$18K ﹤0.01%
261
-911
518
$18K ﹤0.01%
+504
519
$18K ﹤0.01%
852
-7,025
520
$18K ﹤0.01%
1,062
521
$17K ﹤0.01%
855
-1,032
522
$16K ﹤0.01%
208
-1,335
523
$16K ﹤0.01%
628
-2,050
524
$16K ﹤0.01%
270
525
$16K ﹤0.01%
821
19 20
21
22 23