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
$455M
AUM Growth
+$66.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
852
New
Increased
Reduced
Closed

Top Buys

1
+$9.03M
2
+$7.17M
3
+$6.52M
4
BABA icon
Alibaba
BABA
+$6.21M
5
EDU icon
New Oriental
EDU
+$5.14M

Top Sells

1
+$7.17M
2
+$4.56M
3
+$2.25M
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$1.39M
5
MCK icon
McKesson
MCK
+$1.03M

Sector Composition

1 Consumer Discretionary 32.64%
2 Technology 26.39%
3 Communication Services 12.54%
4 Consumer Staples 7.4%
5 Financials 5.82%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$184K 0.04%
1,217
-90
227
$184K 0.04%
2,362
+1,397
228
$183K 0.04%
2,047
-1,679
229
$183K 0.04%
954
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230
$182K 0.04%
595
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231
$182K 0.04%
+1,528
232
$181K 0.04%
4,010
233
$181K 0.04%
1,277
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234
$180K 0.04%
9,361
+3,210
235
$180K 0.04%
4,012
+3,611
236
$178K 0.04%
4,214
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237
$177K 0.04%
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-2,266
238
$171K 0.04%
823
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239
$170K 0.04%
6,042
+2,912
240
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241
$167K 0.04%
1,713
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242
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243
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67
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244
$165K 0.04%
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245
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246
$164K 0.04%
2,219
+1,875
247
$161K 0.04%
1,047
-1,052
248
$157K 0.03%
2,064
+1,301
249
$157K 0.03%
1,632
+484
250
$156K 0.03%
437
+285
8 9
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