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
276
$97K 0.02%
+1,417
277
$96K 0.02%
+938
278
$96K 0.02%
4,200
279
$96K 0.02%
+7,010
280
$95K 0.02%
5,744
+2,784
281
$95K 0.02%
+1,177
282
$95K 0.02%
+516
283
$95K 0.02%
+2,557
284
$93K 0.02%
+558
285
$92K 0.02%
1,603
286
$91K 0.02%
1,086
287
$91K 0.02%
500
288
$91K 0.02%
+698
289
$90K 0.02%
+1,566
290
$90K 0.02%
+878
291
$89K 0.02%
+3,338
292
$88K 0.02%
14,939
+6,757
293
$87K 0.01%
+1,171
294
$87K 0.01%
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295
$87K 0.01%
+3,662
296
$86K 0.01%
+1,979
297
$86K 0.01%
2,100
+600
298
$85K 0.01%
+1,088
299
$85K 0.01%
760
300
$85K 0.01%
709
10 11
12
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