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
$781M
AUM Growth
-$65.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
470
New
Increased
Reduced
Closed

Top Buys

1
+$9.42M
2
+$2.57M
3
+$916K
4
MRK icon
Merck
MRK
+$643K
5
KO icon
Coca-Cola
KO
+$640K

Top Sells

1
+$12.9M
2
+$11.8M
3
+$8.98M
4
BABA icon
Alibaba
BABA
+$8.94M
5
NVDA icon
NVIDIA
NVDA
+$8.71M

Sector Composition

1 Consumer Discretionary 31.85%
2 Consumer Staples 28.6%
3 Communication Services 16.64%
4 Technology 14.39%
5 Industrials 2.88%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$76K 0.01%
+3,814
227
$75K 0.01%
+569
228
$75K 0.01%
+1,293
229
$74K 0.01%
+794
230
$73K 0.01%
405
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231
$73K 0.01%
+1,324
232
$73K 0.01%
1,257
-1,099
233
$71K 0.01%
+846
234
$70K 0.01%
10,134
235
$70K 0.01%
+495
236
$69K 0.01%
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237
$66K 0.01%
510
238
$66K 0.01%
1,814
239
$65K 0.01%
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240
$64K 0.01%
1,205
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241
$63K 0.01%
1,301
+301
242
$62K 0.01%
2,400
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243
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475
244
$62K 0.01%
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245
$61K 0.01%
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246
$61K 0.01%
1,180
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247
$60K 0.01%
1,498
-1,204
248
$60K 0.01%
1,267
-696
249
$59K 0.01%
1,457
250
$59K 0.01%
720
8 9
10
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