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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
$2.16B
AUM Growth
+$475M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
860
New
Increased
Reduced
Closed

Top Buys

1
+$43.4M
2
+$31.9M
3
+$28M
4
MSFT icon
Microsoft
MSFT
+$25.6M
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$19.2M

Top Sells

1
+$10.4M
2
+$8.21M
3
+$5.49M
4
GOTU icon
Gaotu Techedu
GOTU
+$3.49M
5
APH icon
Amphenol
APH
+$3.21M

Sector Composition

1 Technology 47.02%
2 Consumer Discretionary 16.72%
3 Communication Services 14.03%
4 Consumer Staples 5.41%
5 Financials 4.3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
776
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777
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778
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779
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780
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781
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782
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-9,973
783
$0 ﹤0.01%
1
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784
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785
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786
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789
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790
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791
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792
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794
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795
$0 ﹤0.01%
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796
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797
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798
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799
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800
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