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HFM

Harvest Fund Management Portfolio holdings

AUM $2.35B
1-Year Est. Return 49.92%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+49.92%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$2.36B
AUM Growth
+$244M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
723
New
Increased
Reduced
Closed

Top Buys

1
+$11.7M
2
+$8.23M
3
+$8.2M
4
SGOL icon
abrdn Physical Gold Shares ETF
SGOL
+$7.96M
5
DQ
Daqo New Energy
DQ
+$5.91M

Top Sells

1
+$9.41M
2
+$6.36M
3
+$4.3M
4
VRSN icon
VeriSign
VRSN
+$3.95M
5
VRSK icon
Verisk Analytics
VRSK
+$3.69M

Sector Composition

1 Technology 48.27%
2 Consumer Discretionary 16.33%
3 Communication Services 14.44%
4 Healthcare 4.28%
5 Consumer Staples 4.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$195M 8.25%
1,044,532
-9,023
2
$162M 6.88%
638,020
+36,409
3
$160M 6.77%
308,636
-3,907
4
$142M 6.02%
336,854
+12,179
5
$112M 4.73%
338,930
+26,724
6
$88.7M 3.76%
404,087
-41,586
7
$77.9M 3.3%
106,175
+743
8
$69.5M 2.94%
286,056
+15,991
9
$52.5M 2.22%
215,637
-7,327
10
$52.3M 2.22%
396,109
-8,620
11
$42.1M 1.78%
351,160
-52,070
12
$41.5M 1.76%
227,625
+17,229
13
$41.2M 1.75%
180,620
+18,917
14
$32.6M 1.38%
35,194
-228
15
$31.7M 1.34%
172,986
+1,992
16
$28.6M 1.21%
39,845
+3,889
17
$23.9M 1.01%
147,453
-5,063
18
$23.6M 1%
158,836
+86,667
19
$21.8M 0.92%
50,671
+1,156
20
$18.7M 0.79%
111,778
-12,280
21
$16.9M 0.71%
246,430
+4,643
22
$16.5M 0.7%
69,139
+4,613
23
$16.3M 0.69%
121,545
-1,853
24
$16.2M 0.69%
53,934
-4,677
25
$16.2M 0.68%
97,212
-27,091
1
2 3 4 5