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
276
$48K 0.01%
324
277
$48K 0.01%
+329
278
$47K 0.01%
1,251
-43
279
$47K 0.01%
359
280
$47K 0.01%
2,764
281
$47K 0.01%
3,647
282
$46K 0.01%
1,172
-2,170
283
$45K 0.01%
357
284
$44K 0.01%
455
285
$44K 0.01%
918
286
$43K 0.01%
+1,021
287
$43K 0.01%
3,200
-1,200
288
$42K 0.01%
1,200
-1,500
289
$42K 0.01%
+523
290
$41K 0.01%
+469
291
$41K 0.01%
+353
292
$41K 0.01%
300
293
$41K 0.01%
739
-9
294
$41K 0.01%
940
295
$40K 0.01%
+657
296
$39K 0.01%
+363
297
$39K 0.01%
+1,078
298
$39K 0.01%
+998
299
$39K 0.01%
+1,692
300
$39K 0.01%
+2,008
10 11
12
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