HFM

Harvest Fund Management Portfolio holdings

AUM $2.36B
1-Year Est. Return 47.85%
This Quarter Est. Return
1 Year Est. Return
+47.85%
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 34.87%
2 Consumer Discretionary 26.89%
3 Communication Services 12.73%
4 Consumer Staples 8.8%
5 Healthcare 3.89%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
651
$1K ﹤0.01%
22
-233
652
$1K ﹤0.01%
47
-5,995
653
$1K ﹤0.01%
2
654
$1K ﹤0.01%
8
-3,912
655
$1K ﹤0.01%
9
656
$1K ﹤0.01%
22
-183
657
$1K ﹤0.01%
11
658
$1K ﹤0.01%
10
-381
659
$1K ﹤0.01%
25
-1,847
660
$1K ﹤0.01%
13
661
– –
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662
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663
$0 ﹤0.01%
26
-344
664
– –
-1,318
665
$0 ﹤0.01%
+8
666
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667
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668
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-7,990
669
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670
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671
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672
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-694
673
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674
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675
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-617
25 26
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