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
176
$232K 0.05%
1,908
+861
177
$230K 0.05%
3,068
-926
178
$229K 0.05%
+8,198
179
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671
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180
$226K 0.05%
6,368
+2,843
181
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1,528
182
$222K 0.04%
248
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183
$221K 0.04%
3,088
+1,331
184
$221K 0.04%
2,718
-312
185
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2,363
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186
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2,137
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187
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-795
188
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189
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1,083
190
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2,307
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191
$217K 0.04%
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192
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193
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8,674
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194
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195
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2,528
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196
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728
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197
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2,411
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198
$204K 0.04%
535
199
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+3,601
200
$203K 0.04%
4,984
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