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
151
$1.44M 0.09%
34,460
-1,350
152
$1.42M 0.08%
18,878
+6,517
153
$1.41M 0.08%
10,293
+3,236
154
$1.39M 0.08%
6,153
+2,002
155
$1.38M 0.08%
2
156
$1.37M 0.08%
5,795
+3,845
157
$1.34M 0.08%
2,989
+26
158
$1.32M 0.08%
+9,973
159
$1.31M 0.08%
4,824
+179
160
$1.3M 0.08%
12,986
161
$1.3M 0.08%
6,710
+2,304
162
$1.29M 0.08%
9,850
+3,770
163
$1.29M 0.08%
3,006
-2,192
164
$1.28M 0.08%
4,025
+1,383
165
$1.24M 0.07%
8,082
+2,896
166
$1.24M 0.07%
11,223
+629
167
$1.24M 0.07%
37,907
+394
168
$1.24M 0.07%
18,459
+6,425
169
$1.19M 0.07%
6,962
+994
170
$1.19M 0.07%
5,192
-1,010
171
$1.18M 0.07%
17,707
+5,544
172
$1.17M 0.07%
7,374
+2,552
173
$1.15M 0.07%
+4,936
174
$1.14M 0.07%
13,319
+8,446
175
$1.06M 0.06%
5,492
+4,417
5 6
7
8 9