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
201
$202K 0.04%
4,010
202
$201K 0.04%
3,137
-4,781
203
$200K 0.04%
3,150
-1,360
204
$199K 0.04%
4,183
-564
205
$199K 0.04%
1,078
-802
206
$197K 0.04%
703
+618
207
$197K 0.04%
672
-316
208
$196K 0.04%
590
-897
209
$196K 0.04%
1,493
-247
210
$196K 0.04%
2,475
+1,407
211
$194K 0.04%
2,903
+208
212
$193K 0.04%
4,820
213
$192K 0.04%
7,151
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214
$189K 0.04%
1,202
-795
215
$188K 0.04%
531
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216
$188K 0.04%
407
217
$188K 0.04%
1,680
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218
$187K 0.04%
2,046
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219
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220
$186K 0.04%
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221
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1,217
222
$181K 0.04%
1,249
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223
$180K 0.04%
1,662
+315
224
$179K 0.04%
2,007
+1,007
225
$179K 0.04%
6,066
+2,622
7 8
9
10 11