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
$1.68B
AUM Growth
+$301M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
761
New
Increased
Reduced
Closed

Top Buys

1
+$31.1M
2
+$24.1M
3
+$22.3M
4
META icon
Meta Platforms (Facebook)
META
+$16.1M
5
AVGO icon
Broadcom
AVGO
+$14M

Top Sells

1
+$11.1M
2
+$7.39M
3
+$6.8M
4
MU icon
Micron Technology
MU
+$5.91M
5
GOTU icon
Gaotu Techedu
GOTU
+$5.88M

Sector Composition

1 Technology 45.53%
2 Consumer Discretionary 16.54%
3 Communication Services 13.23%
4 Consumer Staples 7.33%
5 Healthcare 5%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$5.88M 0.35%
24,206
+4,294
52
$5.7M 0.34%
27,679
+11,591
53
$5.65M 0.34%
113,654
+21,070
54
$5.62M 0.33%
223,877
+41,502
55
$5.55M 0.33%
56,952
+21,442
56
$5.54M 0.33%
11,918
-101
57
$5.36M 0.32%
51,720
-56,998
58
$5.26M 0.31%
22,870
+7,386
59
$5.25M 0.31%
4,994
+1,523
60
$5.24M 0.31%
18,925
+6,399
61
$4.94M 0.29%
2,410
+810
62
$4.91M 0.29%
545,517
+5,660
63
$4.85M 0.29%
25,743
+8,718
64
$4.82M 0.29%
61,806
+29,145
65
$4.81M 0.29%
57,377
+12,076
66
$4.69M 0.28%
298,200
+2,055
67
$4.62M 0.27%
383,156
-2,905
68
$4.54M 0.27%
23,011
+3,729
69
$4.53M 0.27%
61,531
+20,942
70
$4.27M 0.25%
246,061
-97,324
71
$3.94M 0.23%
66,231
-63,172
72
$3.8M 0.23%
13,802
+404
73
$3.6M 0.21%
13,292
+1,251
74
$3.59M 0.21%
46,353
+23,054
75
$3.57M 0.21%
32,596
+10,106
1 2
3
4 5