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
301
$83K 0.01%
+2,162
302
$82K 0.01%
+1,173
303
$82K 0.01%
+1,280
304
$81K 0.01%
5,400
+900
305
$80K 0.01%
2,304
-26,946
306
$80K 0.01%
+1,307
307
$80K 0.01%
1,100
308
$79K 0.01%
+916
309
$78K 0.01%
618
+283
310
$77K 0.01%
314
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311
$77K 0.01%
+2,171
312
$76K 0.01%
430
313
$75K 0.01%
+1,152
314
$74K 0.01%
163
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315
$74K 0.01%
2,555
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316
$74K 0.01%
+1,374
317
$73K 0.01%
+2,747
318
$72K 0.01%
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319
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320
$72K 0.01%
+1,283
321
$71K 0.01%
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322
$70K 0.01%
+189
323
$69K 0.01%
+1,004
324
$69K 0.01%
850
325
$68K 0.01%
1,392
+585
11 12
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