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
76
$3.51M 0.21%
35,276
-26,007
77
$3.5M 0.21%
94,012
+57,848
78
$3.41M 0.2%
13,425
-342
79
$3.37M 0.2%
8,311
+3,108
80
$3.34M 0.2%
23,430
+11,071
81
$3.23M 0.19%
12,980
+2,294
82
$3.14M 0.19%
111,000
+15,371
83
$3.11M 0.18%
44,452
+5,825
84
$3.1M 0.18%
40,455
+8,505
85
$3.08M 0.18%
89,305
+30,150
86
$3.04M 0.18%
29,637
+13,687
87
$3.01M 0.18%
10,728
-248
88
$3M 0.18%
3,354
+1,094
89
$2.95M 0.18%
11,579
+5,276
90
$2.93M 0.17%
30,564
-1,296
91
$2.91M 0.17%
61,745
+52,808
92
$2.91M 0.17%
1,049,214
+649,214
93
$2.87M 0.17%
20,102
+11,364
94
$2.82M 0.17%
11,734
+1,013
95
$2.75M 0.16%
4,938
+1,699
96
$2.65M 0.16%
35,227
+5,097
97
$2.63M 0.16%
20,714
+6,546
98
$2.6M 0.15%
27,740
+13,347
99
$2.57M 0.15%
28,245
-4,973
100
$2.5M 0.15%
16,627
+3,652
2 3
4
5 6