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
276
$130K 0.03%
3,680
+1,694
277
$129K 0.03%
5,882
-652
278
$129K 0.03%
362
-2,903
279
$126K 0.03%
8,573
+4,595
280
$126K 0.03%
683
-317
281
$124K 0.03%
2,267
282
$123K 0.03%
2,381
+2,190
283
$123K 0.03%
1,347
284
$123K 0.03%
1,543
-6,554
285
$122K 0.03%
1,346
+625
286
$122K 0.03%
1,757
+106
287
$120K 0.03%
4,095
-1,930
288
$119K 0.03%
2,296
+1,773
289
$118K 0.03%
828
-91
290
$118K 0.03%
2,830
-3,029
291
$117K 0.03%
1,112
292
$117K 0.03%
2,133
293
$117K 0.03%
1,845
294
$116K 0.03%
582
+453
295
$115K 0.03%
5,495
296
$115K 0.03%
2,450
297
$114K 0.03%
586
+505
298
$114K 0.03%
1,177
+103
299
$114K 0.03%
1,495
-2,413
300
$113K 0.02%
2,548
+281
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