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
276
$691K 0.03%
6,571
-11,417
277
$688K 0.03%
6,300
+6,205
278
$681K 0.03%
26,278
-11,629
279
$680K 0.03%
9,662
+7,673
280
$674K 0.03%
+7,883
281
$662K 0.03%
9,330
-4,165
282
$657K 0.03%
+8,263
283
$656K 0.03%
3,891
+3,005
284
$652K 0.03%
+4,530
285
$652K 0.03%
13,527
-48,218
286
$649K 0.03%
1,065
-481
287
$649K 0.03%
2,051
+883
288
$641K 0.03%
+4,130
289
$637K 0.03%
2,898
+728
290
$635K 0.03%
8,263
291
$631K 0.03%
14,405
+6,885
292
$631K 0.03%
1,788
+1,104
293
$631K 0.03%
+9,861
294
$629K 0.03%
+4,766
295
$628K 0.03%
3,650
-2,508
296
$625K 0.03%
6,539
+1,335
297
$622K 0.03%
1,440
+1,335
298
$621K 0.03%
4,809
-5,484
299
$608K 0.03%
6,053
+3,281
300
$605K 0.03%
+2,015
10 11
12
13 14