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
301
$603K 0.03%
1,045
+473
302
$602K 0.03%
3,468
+3,087
303
$601K 0.03%
+34,363
304
$600K 0.03%
10,953
-2,174
305
$600K 0.03%
8,480
+6,754
306
$592K 0.03%
+19,947
307
$582K 0.03%
1,518
+864
308
$575K 0.03%
5,638
+1,124
309
$573K 0.03%
+1,756
310
$571K 0.03%
+11,082
311
$569K 0.03%
+14,586
312
$569K 0.03%
10,491
+9,468
313
$567K 0.03%
553
+403
314
$566K 0.03%
+25,513
315
$557K 0.03%
4,488
-6,735
316
$556K 0.03%
1,108
+612
317
$544K 0.03%
+12,267
318
$540K 0.03%
3,116
+2,029
319
$539K 0.03%
12,826
+7,278
320
$538K 0.02%
+2,311
321
$525K 0.02%
120,421
+25,000
322
$523K 0.02%
3,944
+1,055
323
$514K 0.02%
5,311
+2,110
324
$512K 0.02%
+5,334
325
$508K 0.02%
2,415
+2,183
11 12
13
14 15