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
126
$1.87M 0.11%
46,086
+15,826
127
$1.86M 0.11%
15,040
-2,933
128
$1.83M 0.11%
6,847
-546
129
$1.83M 0.11%
11,142
+1,399
130
$1.8M 0.11%
27,634
+10,821
131
$1.77M 0.11%
13,823
+5,956
132
$1.76M 0.1%
48,770
+18,571
133
$1.76M 0.1%
22,832
+7,787
134
$1.75M 0.1%
12,170
+4,110
135
$1.68M 0.1%
10,690
+1,310
136
$1.67M 0.1%
21,202
+7,257
137
$1.66M 0.1%
5,019
-1,459
138
$1.66M 0.1%
75,560
+70,696
139
$1.66M 0.1%
20,516
-4,375
140
$1.65M 0.1%
14,331
+4,997
141
$1.63M 0.1%
4,194
+476
142
$1.6M 0.1%
10,400
+5,730
143
$1.57M 0.09%
9,452
+4,013
144
$1.56M 0.09%
21,540
+6,681
145
$1.55M 0.09%
6,994
+3,951
146
$1.52M 0.09%
11,679
+2,357
147
$1.49M 0.09%
5,490
+1,834
148
$1.48M 0.09%
760
+352
149
$1.47M 0.09%
8,530
-1,560
150
$1.45M 0.09%
12,376
-7,672
4 5
6
7 8