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
301
$237K 0.02%
2,502
-1,615
302
$237K 0.02%
1,490
+964
303
$236K 0.02%
1,318
-1,204
304
$236K 0.02%
911
+575
305
$229K 0.02%
+4,061
306
$228K 0.02%
+2,463
307
$228K 0.02%
1,058
+997
308
$228K 0.02%
2,915
+1,737
309
$227K 0.02%
1,732
+1,172
310
$225K 0.02%
4,476
+4,333
311
$218K 0.02%
800
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312
$217K 0.02%
703
-76
313
$216K 0.02%
1,163
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314
$216K 0.02%
+2,911
315
$214K 0.02%
485
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316
$213K 0.02%
+7,647
317
$211K 0.02%
+2,312
318
$208K 0.02%
1,398
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319
$207K 0.02%
475
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320
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1,088
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321
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2,378
+1,603
322
$203K 0.02%
1,750
323
$203K 0.02%
803
324
$203K 0.02%
18,511
-3,000
325
$203K 0.02%
2,120
+596
11 12
13
14 15