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
$582M
AUM Growth
-$46.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
495
New
Increased
Reduced
Closed

Top Buys

1
+$29.3M
2
+$19.8M
3
+$6.68M
4
MSFT icon
Microsoft
MSFT
+$4.47M
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$2.63M

Top Sells

1
+$39.4M
2
+$28.7M
3
+$15.3M
4
YUMC icon
Yum China
YUMC
+$10.9M
5
BABA icon
Alibaba
BABA
+$9.26M

Sector Composition

1 Consumer Discretionary 35.73%
2 Technology 25.21%
3 Communication Services 21.1%
4 Healthcare 6.28%
5 Consumer Staples 3.16%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$139K 0.02%
+1,156
227
$138K 0.02%
+5,607
228
$138K 0.02%
+7,292
229
$136K 0.02%
384
+211
230
$135K 0.02%
+3,433
231
$134K 0.02%
+1,311
232
$134K 0.02%
+5,740
233
$133K 0.02%
+2,356
234
$132K 0.02%
+1,472
235
$131K 0.02%
2,815
+1,467
236
$129K 0.02%
+3,752
237
$128K 0.02%
+526
238
$126K 0.02%
+427
239
$123K 0.02%
3,502
+300
240
$123K 0.02%
1,805
241
$121K 0.02%
+3,638
242
$119K 0.02%
1,628
243
$119K 0.02%
+1,927
244
$118K 0.02%
+1,561
245
$118K 0.02%
1,474
+575
246
$118K 0.02%
425
+233
247
$116K 0.02%
3,189
+2,105
248
$116K 0.02%
2,129
+1,617
249
$115K 0.02%
+3,029
250
$115K 0.02%
+1,560
8 9
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