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
126
$177K 0.02%
1,749
-363
127
$176K 0.02%
2,416
-975
128
$176K 0.02%
1,346
+872
129
$174K 0.02%
3,682
-5,402
130
$174K 0.02%
+621
131
$172K 0.02%
2,359
132
$171K 0.02%
3,812
+1,876
133
$169K 0.02%
488
134
$166K 0.02%
2,425
-1,213
135
$164K 0.02%
1,998
+438
136
$162K 0.02%
822
137
$159K 0.02%
2,111
138
$158K 0.02%
4,935
+1,535
139
$156K 0.02%
427
140
$152K 0.02%
901
141
$152K 0.02%
+1,504
142
$152K 0.02%
1,187
143
$151K 0.02%
3,261
+661
144
$150K 0.02%
+631
145
$148K 0.02%
633
+350
146
$148K 0.02%
1,286
147
$147K 0.02%
351
148
$146K 0.02%
1,400
+300
149
$145K 0.02%
1,302
150
$145K 0.02%
1,441
-2,943
4 5
6
7 8