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
251
$787K 0.04%
5,225
-5,175
252
$786K 0.04%
3,181
253
$782K 0.04%
5,229
-5,913
254
$780K 0.04%
1,840
-48
255
$780K 0.04%
5,205
-2,569
256
$772K 0.04%
9,127
+9,068
257
$770K 0.04%
+817
258
$764K 0.04%
+9,018
259
$761K 0.04%
6,150
-3,700
260
$744K 0.03%
6,184
+3,250
261
$743K 0.03%
7,079
+5,891
262
$741K 0.03%
3,907
+2,087
263
$740K 0.03%
+24,039
264
$732K 0.03%
+25,911
265
$726K 0.03%
4,838
+3,940
266
$726K 0.03%
+13,497
267
$722K 0.03%
4,070
-798
268
$720K 0.03%
+2,299
269
$718K 0.03%
+13,020
270
$714K 0.03%
3,174
+2,594
271
$708K 0.03%
6,956
+6,283
272
$706K 0.03%
1,962
+1,622
273
$698K 0.03%
3,381
+2,694
274
$694K 0.03%
18,877
+1,826
275
$691K 0.03%
2,947
+2,222
9 10
11
12 13