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
$1.11B
AUM Growth
+$472M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
802
New
Increased
Reduced
Closed

Top Buys

1
+$31.4M
2
+$25.5M
3
+$22.3M
4
AMZN icon
Amazon
AMZN
+$20.7M
5
AAPL icon
Apple
AAPL
+$20.4M

Top Sells

1
+$13.4M
2
+$10M
3
+$7.06M
4
BABA icon
Alibaba
BABA
+$1.59M
5
UNH icon
UnitedHealth
UNH
+$817K

Sector Composition

1 Technology 39.74%
2 Consumer Discretionary 17.6%
3 Communication Services 13.2%
4 Consumer Staples 10.84%
5 Healthcare 5.44%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$438K 0.04%
11,314
+7,940
227
$437K 0.04%
1,750
+699
228
$424K 0.04%
791
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229
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3,492
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230
$415K 0.04%
1,266
+1,262
231
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+8,822
232
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233
$404K 0.04%
1,293
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234
$397K 0.04%
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235
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-551
236
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3,500
+1,303
237
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238
$392K 0.04%
707
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239
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+6,591
240
$372K 0.03%
5,435
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241
$370K 0.03%
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242
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243
$366K 0.03%
1,854
244
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245
$363K 0.03%
626
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246
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247
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2,152
+1,564
248
$344K 0.03%
3,070
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249
$343K 0.03%
3,542
-70
250
$340K 0.03%
685
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8 9
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