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
251
$114K 0.02%
+2,306
252
$113K 0.02%
353
+119
253
$112K 0.02%
+3,164
254
$112K 0.02%
+1,575
255
$112K 0.02%
+9,033
256
$111K 0.02%
3,800
+2,818
257
$109K 0.02%
+2,638
258
$108K 0.02%
+873
259
$108K 0.02%
+2,749
260
$107K 0.02%
+1,805
261
$106K 0.02%
386
+228
262
$106K 0.02%
1,291
+800
263
$106K 0.02%
+1,647
264
$106K 0.02%
+3,124
265
$104K 0.02%
+664
266
$104K 0.02%
+1,900
267
$104K 0.02%
905
+643
268
$104K 0.02%
+1,183
269
$104K 0.02%
+1,349
270
$100K 0.02%
+2,370
271
$99K 0.02%
1,050
+656
272
$99K 0.02%
+981
273
$98K 0.02%
1,058
+1,053
274
$98K 0.02%
490
+194
275
$97K 0.02%
859
+193
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