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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
101
$3.66M 0.16%
49,919
-6,055
102
$3.6M 0.15%
25,495
+7,725
103
$3.6M 0.15%
6,393
+366
104
$3.58M 0.15%
33,237
+32,990
105
$3.53M 0.15%
15,482
+1,139
106
$3.37M 0.14%
14,236
-7,545
107
$3.29M 0.14%
6,605
+501
108
$3.23M 0.14%
26,572
+1,279
109
$3.2M 0.14%
+300,000
110
$3.17M 0.13%
32,228
+2,423
111
$3.15M 0.13%
177,500
-44,000
112
$3.14M 0.13%
134,368
-14,520
113
$3.11M 0.13%
15,419
+1,181
114
$3.06M 0.13%
20,074
+1,404
115
$2.95M 0.13%
60,605
+4,353
116
$2.91M 0.12%
189,023
-95,466
117
$2.83M 0.12%
80,045
-71,509
118
$2.82M 0.12%
19,840
+1,141
119
$2.8M 0.12%
22,071
+730
120
$2.8M 0.12%
62,147
+4,669
121
$2.8M 0.12%
17,622
-1,951
122
$2.79M 0.12%
19,459
+18,907
123
$2.77M 0.12%
36,055
+2,216
124
$2.67M 0.11%
59,344
+4,492
125
$2.6M 0.11%
800,000
-223,915
3 4
5
6 7