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
126
$401K 0.08%
339
+31
127
$397K 0.08%
1,883
-1,351
128
$397K 0.08%
2,259
+1,621
129
$380K 0.08%
3,308
130
$372K 0.07%
3,588
131
$371K 0.07%
1,202
-1,683
132
$369K 0.07%
4,755
+3,041
133
$368K 0.07%
2,242
+673
134
$362K 0.07%
1,712
-2,295
135
$357K 0.07%
775
-216
136
$353K 0.07%
924
+498
137
$350K 0.07%
+7,000
138
$348K 0.07%
7,895
139
$344K 0.07%
5,844
140
$344K 0.07%
2,143
+1,295
141
$339K 0.07%
2,643
-2,508
142
$336K 0.07%
5,206
-2,248
143
$336K 0.07%
4,022
+1,199
144
$333K 0.07%
2,866
-848
145
$328K 0.07%
2,934
-484
146
$322K 0.06%
927
+332
147
$321K 0.06%
1,794
-1,655
148
$319K 0.06%
2,793
-1,121
149
$316K 0.06%
2,081
+1,837
150
$312K 0.06%
3,175
+2,102
4 5
6
7 8