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
101
$2.5M 0.15%
83,731
+841
102
$2.45M 0.15%
8,936
+1,435
103
$2.44M 0.15%
20,608
-2,708
104
$2.42M 0.14%
4,895
+2,249
105
$2.4M 0.14%
9,811
+3,396
106
$2.38M 0.14%
24,147
+8,287
107
$2.38M 0.14%
15,536
+10,334
108
$2.37M 0.14%
45,342
+13,816
109
$2.35M 0.14%
4,756
+47
110
$2.34M 0.14%
62,466
+21,447
111
$2.34M 0.14%
100,000
112
$2.32M 0.14%
44,339
+4,926
113
$2.22M 0.13%
16,571
+5,679
114
$2.22M 0.13%
17,020
+3,555
115
$2.15M 0.13%
9,368
+4,655
116
$2.14M 0.13%
17,988
+7,122
117
$2.13M 0.13%
6,575
+2,062
118
$2.09M 0.12%
26,823
+9,203
119
$1.98M 0.12%
24,713
+8,467
120
$1.96M 0.12%
9,875
+3,300
121
$1.95M 0.12%
55,694
+18,950
122
$1.94M 0.12%
18,400
-17,200
123
$1.92M 0.11%
3,791
+1,153
124
$1.89M 0.11%
5,129
+977
125
$1.88M 0.11%
52,756
+18,106
3 4
5
6 7