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
201
$850K 0.05%
5,321
+5,280
202
$820K 0.05%
27,736
+9,997
203
$817K 0.05%
29,033
+23,445
204
$796K 0.05%
2,760
+1,143
205
$793K 0.05%
1,985
+1,934
206
$788K 0.05%
4,868
+881
207
$771K 0.05%
4,293
+2,007
208
$760K 0.05%
+30,957
209
$751K 0.04%
6,200
+2,811
210
$748K 0.04%
10,416
+4,669
211
$737K 0.04%
1,888
+95
212
$733K 0.04%
3,181
-526
213
$730K 0.04%
+6,531
214
$730K 0.04%
4,580
+4,051
215
$723K 0.04%
1,778
+53
216
$712K 0.04%
23,876
+5,039
217
$697K 0.04%
9,913
+3,312
218
$672K 0.04%
18,567
+192
219
$658K 0.04%
+13,127
220
$655K 0.04%
809
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221
$649K 0.04%
4,085
+3,354
222
$647K 0.04%
1,655
-2,472
223
$636K 0.04%
95,421
-55,435
224
$632K 0.04%
3,107
225
$617K 0.04%
+8,871
7 8
9
10 11