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
$847M
AUM Growth
+$260M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
433
New
Increased
Reduced
Closed

Top Buys

1
+$177M
2
+$59.6M
3
+$26.2M
4
HOLI
Hollsys Automation Technologies INTERNATIONAL, LTD. COMMON (British Virgin Island)
HOLI
+$20.6M
5
DQ
Daqo New Energy
DQ
+$13.8M

Top Sells

1
+$10.6M
2
+$10.1M
3
+$8.78M
4
META icon
Meta Platforms (Facebook)
META
+$8.18M
5
AMZN icon
Amazon
AMZN
+$6.11M

Sector Composition

1 Consumer Discretionary 35.33%
2 Consumer Staples 23.39%
3 Technology 17.37%
4 Communication Services 15.21%
5 Industrials 3.1%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$311K 0.04%
5,840
+850
77
$311K 0.04%
3,885
-1,058
78
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2,505
+398
79
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80
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81
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82
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83
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1,364
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-12,390
86
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87
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88
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+7,597
89
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1,518
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90
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91
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92
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93
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94
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95
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2,844
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96
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97
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3,136
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98
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1,091
99
$228K 0.03%
832
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100
$225K 0.03%
569
2 3
4
5 6