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
276
$277K 0.02%
2,737
+411
277
$276K 0.02%
1,852
+1,791
278
$275K 0.02%
2,641
+1,079
279
$269K 0.02%
776
-275
280
$267K 0.02%
3,767
+1,684
281
$265K 0.02%
8,306
+5,255
282
$263K 0.02%
5,806
-960
283
$262K 0.02%
6,894
+4,969
284
$261K 0.02%
1,856
+1,784
285
$260K 0.02%
9,918
286
$260K 0.02%
+18,589
287
$259K 0.02%
590
288
$259K 0.02%
+2,077
289
$259K 0.02%
+4,536
290
$256K 0.02%
2,522
+2,498
291
$252K 0.02%
1,232
-389
292
$249K 0.02%
1,870
+1,806
293
$249K 0.02%
2,226
+1,730
294
$249K 0.02%
1,810
+1,760
295
$248K 0.02%
2,840
+2,729
296
$247K 0.02%
8,400
+8,387
297
$245K 0.02%
+591
298
$245K 0.02%
8,879
+2,420
299
$240K 0.02%
+9,648
300
$239K 0.02%
1,792
-77
10 11
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