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
301
$113K 0.02%
+848
302
$112K 0.02%
957
-480
303
$112K 0.02%
+251
304
$112K 0.02%
799
+384
305
$112K 0.02%
1,744
+1,433
306
$112K 0.02%
1,349
+877
307
$111K 0.02%
3,537
308
$111K 0.02%
+2,244
309
$111K 0.02%
1,823
-3,911
310
$110K 0.02%
4,914
311
$110K 0.02%
+387
312
$110K 0.02%
639
+493
313
$110K 0.02%
839
-96
314
$109K 0.02%
1,026
-1,144
315
$108K 0.02%
1,625
+1,594
316
$108K 0.02%
17,273
317
$107K 0.02%
+3,995
318
$106K 0.02%
2,695
+1,592
319
$105K 0.02%
7,013
320
$105K 0.02%
953
321
$105K 0.02%
3,306
-152
322
$103K 0.02%
1,308
-1,923
323
$103K 0.02%
1,779
324
$103K 0.02%
963
325
$102K 0.02%
1,206
11 12
13
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