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
176
$1.05M 0.06%
7,066
+877
177
$1.04M 0.06%
6,158
-120
178
$1.02M 0.06%
25,407
+8,717
179
$1.02M 0.06%
5,351
+4,602
180
$1.01M 0.06%
6,549
+3,035
181
$1M 0.06%
+1,716
182
$987K 0.06%
7,774
+3,697
183
$979K 0.06%
27,433
+8,984
184
$962K 0.06%
7,378
+2,558
185
$943K 0.06%
3,351
+1,453
186
$936K 0.06%
13,495
+7,128
187
$934K 0.06%
+2,449
188
$933K 0.06%
1,546
+1,348
189
$931K 0.06%
112,943
+38,798
190
$923K 0.05%
16,026
-21,924
191
$920K 0.05%
14,348
+12,479
192
$919K 0.05%
3,403
+1,183
193
$896K 0.05%
7,557
-21,410
194
$887K 0.05%
5,124
+3,517
195
$885K 0.05%
16,563
+14,391
196
$880K 0.05%
4,175
-2,624
197
$867K 0.05%
4,572
+1,831
198
$866K 0.05%
1,481
-1,334
199
$859K 0.05%
10,254
+6,223
200
$853K 0.05%
5,941
+3,005
6 7
8
9 10