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
$2.16B
AUM Growth
+$475M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
860
New
Increased
Reduced
Closed

Top Buys

1
+$46.1M
2
+$34.1M
3
+$27.3M
4
MSFT icon
Microsoft
MSFT
+$25.3M
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$20.7M

Top Sells

1
+$8.64M
2
+$7.83M
3
+$5.49M
4
APH icon
Amphenol
APH
+$3.19M
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$3.04M

Sector Composition

1 Technology 47.04%
2 Consumer Discretionary 16.71%
3 Communication Services 14.03%
4 Consumer Staples 5.41%
5 Financials 4.3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$954K 0.04%
+12,580
227
$949K 0.04%
2,693
+2,021
228
$947K 0.04%
+53,104
229
$943K 0.04%
474
-286
230
$942K 0.04%
21,472
+15,036
231
$939K 0.04%
11,825
+3,852
232
$939K 0.04%
+6,602
233
$925K 0.04%
+7,142
234
$924K 0.04%
+10,421
235
$901K 0.04%
+25,000
236
$890K 0.04%
+13,743
237
$881K 0.04%
4,572
238
$879K 0.04%
4,275
-18
239
$875K 0.04%
+5,667
240
$874K 0.04%
16,142
+9,744
241
$871K 0.04%
6,926
+4,820
242
$865K 0.04%
+17,820
243
$862K 0.04%
+15,773
244
$862K 0.04%
13,262
+5,055
245
$851K 0.04%
+30,443
246
$843K 0.04%
+8,532
247
$833K 0.04%
7,857
+7,722
248
$828K 0.04%
4,679
+2,951
249
$819K 0.04%
+3,544
250
$817K 0.04%
+23,617
8 9
10
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