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
101
$225K 0.03%
6,357
+1,201
102
$224K 0.03%
1,354
103
$224K 0.03%
1,657
104
$220K 0.03%
1,504
105
$219K 0.03%
964
106
$217K 0.03%
5,536
-464
107
$216K 0.03%
1,765
108
$214K 0.03%
1,185
109
$210K 0.02%
1,010
-420
110
$208K 0.02%
2,446
+973
111
$206K 0.02%
13,095
+6,085
112
$205K 0.02%
+746
113
$203K 0.02%
1,108
+242
114
$203K 0.02%
1,017
-585
115
$201K 0.02%
7,037
116
$198K 0.02%
6,522
117
$197K 0.02%
7,623
118
$196K 0.02%
7,678
-7,383
119
$193K 0.02%
2,913
120
$193K 0.02%
1,447
-38
121
$188K 0.02%
1,245
122
$186K 0.02%
169
-73
123
$186K 0.02%
648
+422
124
$185K 0.02%
1,867
-1,234
125
$180K 0.02%
2,662
3 4
5
6 7