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
251
$154K 0.03%
1,634
252
$153K 0.03%
761
-1,254
253
$152K 0.03%
1,588
-930
254
$149K 0.03%
9,231
+5,737
255
$148K 0.03%
426
+189
256
$147K 0.03%
528
-31
257
$147K 0.03%
410
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258
$146K 0.03%
3,743
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259
$145K 0.03%
2,174
260
$144K 0.03%
4,623
-1,046
261
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407
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262
$144K 0.03%
1,977
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263
$143K 0.03%
2,256
-1,182
264
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861
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265
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3,166
-3,393
266
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267
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269
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3,525
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270
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271
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1,106
-391
272
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1,785
273
$134K 0.03%
2,794
+141
274
$133K 0.03%
2,180
-1,622
275
$132K 0.03%
382
-588
9 10
11
12 13