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
601
$54K ﹤0.01%
+842
602
$54K ﹤0.01%
1,179
-57
603
$52K ﹤0.01%
500
+498
604
$50K ﹤0.01%
349
-5,143
605
$50K ﹤0.01%
+3,917
606
$49K ﹤0.01%
179
607
$47K ﹤0.01%
307
-3,778
608
$46K ﹤0.01%
+4,598
609
$45K ﹤0.01%
+2,563
610
$44K ﹤0.01%
5,146
-14,943
611
$44K ﹤0.01%
+2,097
612
$43K ﹤0.01%
447
613
$43K ﹤0.01%
10,713
+1,628
614
$41K ﹤0.01%
+373
615
$40K ﹤0.01%
+1,280
616
$39K ﹤0.01%
+1,071
617
$38K ﹤0.01%
+1,175
618
$37K ﹤0.01%
125
619
$37K ﹤0.01%
503
+491
620
$37K ﹤0.01%
+1,340
621
$36K ﹤0.01%
+1,034
622
$36K ﹤0.01%
+4,173
623
$36K ﹤0.01%
+412
624
$34K ﹤0.01%
4,299
625
$33K ﹤0.01%
103
+101
23 24
25
26 27