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
251
$58K 0.01%
+1,004
252
$58K 0.01%
596
-390
253
$57K 0.01%
1,300
-100
254
$57K 0.01%
531
+164
255
$56K 0.01%
620
+258
256
$56K 0.01%
921
257
$56K 0.01%
474
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258
$56K 0.01%
562
259
$56K 0.01%
1,100
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260
$55K 0.01%
831
261
$55K 0.01%
671
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262
$55K 0.01%
363
263
$55K 0.01%
700
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264
$54K 0.01%
2,225
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265
$54K 0.01%
503
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266
$54K 0.01%
1,630
267
$54K 0.01%
761
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268
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416
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269
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270
$53K 0.01%
434
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271
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272
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4,200
273
$51K 0.01%
3,195
-93,045
274
$51K 0.01%
1,040
+340
275
$51K 0.01%
2,900
9 10
11
12 13