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
151
$144K 0.02%
1,075
+668
152
$142K 0.02%
+8,996
153
$141K 0.02%
1,044
-641
154
$141K 0.02%
2,356
155
$140K 0.02%
549
-309
156
$140K 0.02%
5,240
157
$139K 0.02%
869
+280
158
$139K 0.02%
1,122
+714
159
$137K 0.02%
284
+1
160
$134K 0.02%
5,180
161
$132K 0.02%
1,011
-7
162
$132K 0.02%
3,342
+2,121
163
$132K 0.02%
216
+136
164
$130K 0.02%
78
-8
165
$128K 0.02%
5,041
+3,187
166
$127K 0.02%
7,586
-12,285
167
$127K 0.02%
1,298
+414
168
$126K 0.01%
2,057
-592
169
$126K 0.01%
3,679
+1,105
170
$126K 0.01%
+2,579
171
$124K 0.01%
869
172
$123K 0.01%
2,344
-1,678
173
$122K 0.01%
1,742
174
$120K 0.01%
1,941
175
$120K 0.01%
1,012
+281
5 6
7
8 9