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
51
$1.35M 0.27%
39,570
-96,013
52
$1.33M 0.27%
2,911
+150
53
$1.33M 0.27%
491
+39
54
$1.26M 0.25%
21,008
+14,916
55
$1.23M 0.25%
3,974
-37
56
$1.22M 0.25%
13,905
+6,105
57
$1.21M 0.24%
29,207
+11,626
58
$1.16M 0.23%
2,654
-31
59
$1.13M 0.23%
3,213
+1,143
60
$1.07M 0.22%
17,797
-3,028
61
$1.07M 0.22%
1,902
+322
62
$1.06M 0.21%
20,601
+9,150
63
$1.06M 0.21%
5,908
-814
64
$1.04M 0.21%
2
65
$1.03M 0.21%
105,999
+70,672
66
$1.02M 0.21%
13,482
+5,922
67
$989K 0.2%
1,364
-74
68
$919K 0.18%
5,003
+1,260
69
$902K 0.18%
27,003
+8,580
70
$863K 0.17%
9,126
-3,116
71
$850K 0.17%
6,654
+4,078
72
$834K 0.17%
6,193
-9,798
73
$827K 0.17%
7,167
-5,294
74
$822K 0.17%
5,917
+2,566
75
$805K 0.16%
3,626
-1,544
1 2
3
4 5