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
701
– –
-4,151
702
– –
-794
703
$0 ﹤0.01%
3
-983
704
– –
-2,579
705
– –
-1,584
706
– –
-222
707
– –
-2,267
708
– –
-67
709
$0 ﹤0.01%
2
-35
710
$0 ﹤0.01%
+3
711
– –
-486
712
– –
-464
713
– –
-678
714
– –
-256
715
– –
-1,547
716
– –
-119
717
– –
-396
718
– –
-644
719
– –
-3,276
720
– –
-518
721
– –
-49
722
– –
-120
723
$0 ﹤0.01%
3
-2,380
724
– –
-1,508
725
– –
-875
27 28
29
30 31