HFM

Harvest Fund Management Portfolio holdings

AUM $2.66B
1-Year Est. Return 41.3%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+41.3%
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 47.04%
2 Consumer Discretionary 16.71%
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
801
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802
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803
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804
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$0 ﹤0.01%
2
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806
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807
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808
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809
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810
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811
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815
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816
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817
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818
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819
$0 ﹤0.01%
5
820
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821
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822
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0
823
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824
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825
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31 32
33
34 35