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
$497M
AUM Growth
+$42.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
802
New
Increased
Reduced
Closed

Top Buys

1
+$10.1M
2
+$6.94M
3
+$6.52M
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$5.69M
5
MSFT icon
Microsoft
MSFT
+$4.84M

Top Sells

1
+$8.56M
2
+$8.16M
3
+$3.41M
4
BZ icon
Kanzhun
BZ
+$3.34M
5
JD icon
JD.com
JD
+$3.28M

Sector Composition

1 Technology 34.89%
2 Consumer Discretionary 26.89%
3 Communication Services 12.71%
4 Consumer Staples 8.8%
5 Healthcare 3.89%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$520K 0.1%
6,751
+916
102
$507K 0.1%
1,535
+159
103
$504K 0.1%
4,056
+936
104
$503K 0.1%
1,002
+191
105
$500K 0.1%
2,544
106
$491K 0.1%
1,148
+786
107
$491K 0.1%
4,003
-716
108
$488K 0.1%
6,689
+3,122
109
$484K 0.1%
2,144
+1,190
110
$475K 0.1%
1,255
+653
111
$472K 0.1%
602
+59
112
$471K 0.09%
8,195
+4,013
113
$468K 0.09%
10,270
+4,516
114
$468K 0.09%
7,350
+2,055
115
$460K 0.09%
2,092
+835
116
$456K 0.09%
4,744
-741
117
$442K 0.09%
1,091
-344
118
$442K 0.09%
6,621
+2,367
119
$440K 0.09%
612
-26
120
$426K 0.09%
1,399
+1,012
121
$419K 0.08%
2,884
+660
122
$407K 0.08%
11,960
+4,589
123
$407K 0.08%
753
-8
124
$405K 0.08%
1,624
+583
125
$405K 0.08%
1,178
+338
3 4
5
6 7