HFM

Harvest Fund Management Portfolio holdings

AUM $2.66B
1-Year Est. Return 41.3%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+41.3%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$497M
AUM Growth
+$42.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
802
New
Increased
Reduced
Closed

Top Buys

1
+$9.26M
2
+$7.1M
3
+$6.9M
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$5.47M
5
MSFT icon
Microsoft
MSFT
+$4.46M

Top Sells

1
+$9.14M
2
+$8.72M
3
+$3.71M
4
JD icon
JD.com
JD
+$3.49M
5
TME icon
Tencent Music
TME
+$3.49M

Sector Composition

1 Technology 34.87%
2 Consumer Discretionary 26.89%
3 Communication Services 12.73%
4 Consumer Staples 8.8%
5 Healthcare 3.89%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
301
$114K 0.02%
396
+351
302
$113K 0.02%
673
+316
303
$113K 0.02%
+1,173
304
$112K 0.02%
450
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305
$110K 0.02%
548
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306
$109K 0.02%
+997
307
$108K 0.02%
484
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308
$108K 0.02%
1,908
309
$108K 0.02%
963
310
$107K 0.02%
+5,233
311
$105K 0.02%
3,249
312
$104K 0.02%
713
+336
313
$102K 0.02%
1,206
314
$102K 0.02%
2,063
-2,151
315
$102K 0.02%
1,348
316
$101K 0.02%
+1,734
317
$101K 0.02%
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-889
318
$101K 0.02%
3,258
319
$101K 0.02%
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320
$101K 0.02%
761
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$100K 0.02%
734
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322
$100K 0.02%
716
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323
$100K 0.02%
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324
$100K 0.02%
+1,233
325
$100K 0.02%
913
11 12
13
14 15