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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
126
$2.57M 0.11%
17,969
+1,179
127
$2.54M 0.11%
28,158
-3,427
128
$2.43M 0.1%
20,220
+11,277
129
$2.43M 0.1%
41,957
-9,592
130
$2.37M 0.1%
5,505
+1,327
131
$2.32M 0.1%
10,470
-689
132
$2.31M 0.1%
8,383
+73
133
$2.19M 0.09%
26,001
+2,048
134
$2.17M 0.09%
28,869
+278
135
$2.13M 0.09%
3,049
-761
136
$2.13M 0.09%
33,128
-2,081
137
$2.12M 0.09%
83,372
+6,259
138
$2.11M 0.09%
11,481
+328
139
$2.09M 0.09%
5,437
-329
140
$2.01M 0.09%
2,529
141
$2.01M 0.09%
29,980
+1,987
142
$1.99M 0.08%
18,423
-1,422
143
$1.99M 0.08%
85,117
-11,309
144
$1.96M 0.08%
8,674
-574
145
$1.9M 0.08%
100,000
-100,000
146
$1.9M 0.08%
5,585
+1,677
147
$1.9M 0.08%
+42,000
148
$1.89M 0.08%
72,642
+5,444
149
$1.88M 0.08%
+20,079
150
$1.83M 0.08%
7,760
+6,569
4 5
6
7 8