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HFM

Harvest Fund Management Portfolio holdings

AUM $2.35B
1-Year Est. Return 49.92%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+49.92%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$2.36B
AUM Growth
+$244M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
723
New
Increased
Reduced
Closed

Top Buys

1
+$11.7M
2
+$8.23M
3
+$8.2M
4
SGOL icon
abrdn Physical Gold Shares ETF
SGOL
+$7.96M
5
DQ
Daqo New Energy
DQ
+$5.91M

Top Sells

1
+$9.41M
2
+$6.36M
3
+$4.3M
4
VRSN icon
VeriSign
VRSN
+$3.95M
5
VRSK icon
Verisk Analytics
VRSK
+$3.69M

Sector Composition

1 Technology 48.27%
2 Consumer Discretionary 16.33%
3 Communication Services 14.44%
4 Healthcare 4.28%
5 Consumer Staples 4.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$9.07M 0.38%
44,540
+2,012
52
$8.88M 0.38%
+241,217
53
$8.75M 0.37%
120,297
-47,546
54
$8.62M 0.37%
31,703
+2,144
55
$8.27M 0.35%
114,086
+3,551
56
$8.22M 0.35%
8,946
+1,008
57
$8.2M 0.35%
41,343
+2,141
58
$7.67M 0.32%
31,249
+1,417
59
$7.67M 0.32%
26,132
-80
60
$7.53M 0.32%
12,252
+4,949
61
$7.46M 0.32%
248,287
-62,386
62
$7.41M 0.31%
32,273
+1,160
63
$7.34M 0.31%
22,295
+2,587
64
$7.29M 0.31%
58,907
+9,735
65
$7.27M 0.31%
3,111
+232
66
$7.1M 0.3%
226,025
+14,574
67
$7.1M 0.3%
+252,250
68
$6.83M 0.29%
56,464
-2,613
69
$6.81M 0.29%
128,408
-4,796
70
$6.77M 0.29%
90,000
-10,000
71
$6.61M 0.28%
18,812
+3,310
72
$6.44M 0.27%
39,702
+1,054
73
$6.4M 0.27%
44,015
-434
74
$6.17M 0.26%
68,669
+1,797
75
$6.15M 0.26%
451,387
+11,477
1 2
3
4 5