HFM

Harvest Fund Management Portfolio holdings

AUM $2.66B
1-Year Est. Return 41.3%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+41.3%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$2.16B
AUM Growth
+$475M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
860
New
Increased
Reduced
Closed

Top Buys

1
+$43.4M
2
+$31.9M
3
+$28M
4
MSFT icon
Microsoft
MSFT
+$25.6M
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$19.2M

Top Sells

1
+$10.4M
2
+$8.21M
3
+$5.49M
4
GOTU icon
Gaotu Techedu
GOTU
+$3.49M
5
APH icon
Amphenol
APH
+$3.21M

Sector Composition

1 Technology 47.04%
2 Consumer Discretionary 16.71%
3 Communication Services 14.03%
4 Consumer Staples 5.41%
5 Financials 4.3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
526
$121K 0.01%
+70
527
$120K 0.01%
+6,858
528
$120K 0.01%
+1,452
529
$119K 0.01%
187
530
$119K 0.01%
+5,166
531
$119K 0.01%
1,225
-2,575
532
$118K 0.01%
1,400
-17,000
533
$118K 0.01%
+953
534
$118K 0.01%
+1,236
535
$118K 0.01%
3,242
+3,039
536
$117K 0.01%
+3,507
537
$117K 0.01%
1,814
+1,806
538
$116K 0.01%
+1,041
539
$116K 0.01%
+4,213
540
$115K 0.01%
275
+274
541
$114K 0.01%
1,149
+1,141
542
$113K 0.01%
2,167
+2,051
543
$113K 0.01%
+1,906
544
$113K 0.01%
+1,602
545
$112K 0.01%
+3,206
546
$112K 0.01%
1,212
-43
547
$104K ﹤0.01%
+2,652
548
$102K ﹤0.01%
+1,990
549
$101K ﹤0.01%
+1,095
550
$99K ﹤0.01%
918
+94
20 21
22
23 24