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
$847M
AUM Growth
+$260M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
433
New
Increased
Reduced
Closed

Top Buys

1
+$177M
2
+$59.6M
3
+$26.2M
4
HOLI
Hollsys Automation Technologies INTERNATIONAL, LTD. COMMON (British Virgin Island)
HOLI
+$20.6M
5
DQ
Daqo New Energy
DQ
+$13.8M

Top Sells

1
+$10.6M
2
+$10.1M
3
+$8.78M
4
META icon
Meta Platforms (Facebook)
META
+$8.18M
5
AMZN icon
Amazon
AMZN
+$6.11M

Sector Composition

1 Consumer Discretionary 35.33%
2 Consumer Staples 23.39%
3 Technology 17.37%
4 Communication Services 15.21%
5 Industrials 3.1%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$581K 0.07%
2,223
52
$562K 0.07%
3,323
-1,587
53
$530K 0.06%
1,459
+349
54
$516K 0.06%
1,919
-1,681
55
$510K 0.06%
12,000
56
$497K 0.06%
2,688
-206
57
$482K 0.06%
3,905
58
$482K 0.06%
3,630
59
$478K 0.06%
2,300
60
$463K 0.05%
4,038
+1,777
61
$452K 0.05%
4,120
+3,000
62
$438K 0.05%
3,213
63
$434K 0.05%
8,530
-3,691
64
$429K 0.05%
3,776
+366
65
$424K 0.05%
3,215
-925
66
$417K 0.05%
2,265
-207
67
$415K 0.05%
20,000
68
$412K 0.05%
10,411
+6,541
69
$395K 0.05%
2,369
70
$373K 0.04%
25,450
-3,000
71
$363K 0.04%
6,867
72
$358K 0.04%
5,054
+1,507
73
$326K 0.04%
2,434
74
$323K 0.04%
6,472
+5,319
75
$323K 0.04%
4,454
-1,755
1 2
3
4 5