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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
76
$6.14M 0.26%
56,978
+6,246
77
$5.91M 0.25%
69,902
+5,226
78
$5.8M 0.25%
28,263
+119
79
$5.74M 0.24%
7,535
-4,467
80
$5.34M 0.23%
2,094,710
-1,034,296
81
$5.22M 0.22%
16,197
+1,789
82
$5.16M 0.22%
61,320
-5,519
83
$5.1M 0.22%
56,359
-99
84
$5.02M 0.21%
74,594
+5,251
85
$4.99M 0.21%
7,815
+1,653
86
$4.96M 0.21%
79,414
+5,773
87
$4.89M 0.21%
23,538
+979
88
$4.88M 0.21%
15,356
+2,040
89
$4.67M 0.2%
17,693
-13,433
90
$4.5M 0.19%
6,269
+172
91
$4.47M 0.19%
79,781
+62,188
92
$4.34M 0.18%
16,660
+1,109
93
$4.3M 0.18%
27,233
+27,204
94
$4.14M 0.18%
900,004
-499,210
95
$4.12M 0.17%
83,997
+18,124
96
$4.06M 0.17%
114,418
+7,760
97
$4.05M 0.17%
60,435
+3,418
98
$3.95M 0.17%
47,029
+2,567
99
$3.83M 0.16%
26,283
+16,560
100
$3.69M 0.16%
32,825
+2,492
2 3
4
5 6