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
601
$5K ﹤0.01%
471
602
$4K ﹤0.01%
23
-95
603
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203
604
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143
-3,920
605
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50
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53
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607
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408
608
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609
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70
-605
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+175
611
$3K ﹤0.01%
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612
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613
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36
614
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+19
615
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21
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$3K ﹤0.01%
78
-11,446
617
$3K ﹤0.01%
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618
$3K ﹤0.01%
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619
$3K ﹤0.01%
18
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620
$3K ﹤0.01%
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621
$3K ﹤0.01%
17
622
$3K ﹤0.01%
60
623
$3K ﹤0.01%
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624
$3K ﹤0.01%
61
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625
$3K ﹤0.01%
63
23 24
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