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
1
$43M 8.64%
621,468
+100,438
2
$36.1M 7.26%
106,019
+14,221
3
$34M 6.84%
175,534
+14,723
4
$30.2M 6.07%
714,090
+99,980
5
$19.1M 3.84%
159,418
+47,549
6
$18.7M 3.76%
473,304
+65,229
7
$18.1M 3.63%
216,684
+8,383
8
$16.2M 3.27%
124,581
+24,998
9
$13.8M 2.77%
120,798
+89,045
10
$11.8M 2.37%
45,010
+4,042
11
$10.8M 2.17%
717,107
-221,931
12
$9.63M 1.94%
649,157
+188,678
13
$8.1M 1.63%
143,321
-151,617
14
$7.92M 1.59%
225,810
-9,790
15
$7.39M 1.49%
1,240,000
16
$6.52M 1.31%
+2,249,796
17
$6.38M 1.28%
22,229
+8,598
18
$6.29M 1.27%
1,180,186
+489,333
19
$5.99M 1.2%
69,070
+10,690
20
$5.01M 1.01%
42,131
+27,890
21
$4.71M 0.95%
121,550
-67,206
22
$4.48M 0.9%
46,376
+44,052
23
$4.36M 0.88%
124,654
-16,858
24
$3.73M 0.75%
21,462
+13,482
25
$3.65M 0.73%
7,789
+1,062
1
2 3 4 5