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
251
$328K 0.03%
+104
252
$325K 0.03%
11,489
-1,597
253
$323K 0.03%
+3,977
254
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515
-224
255
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256
$320K 0.03%
256
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257
$319K 0.03%
5,163
+4,267
258
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259
$313K 0.03%
7,937
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260
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781
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261
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248
262
$302K 0.03%
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263
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264
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265
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2,667
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266
$291K 0.03%
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271
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633
272
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910
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273
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274
$278K 0.03%
8,198
275
$277K 0.02%
1,440
+1,010
9 10
11
12 13