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
326
$67K 0.01%
+843
327
$67K 0.01%
244
328
$67K 0.01%
3,064
-500
329
$66K 0.01%
+3,489
330
$65K 0.01%
2,000
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331
$65K 0.01%
1,600
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332
$64K 0.01%
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333
$64K 0.01%
2,258
-307
334
$63K 0.01%
431
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335
$63K 0.01%
+2,164
336
$62K 0.01%
1,024
337
$62K 0.01%
371
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338
$62K 0.01%
2,196
339
$60K 0.01%
900
340
$59K 0.01%
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341
$59K 0.01%
3,041
+1,241
342
$58K 0.01%
900
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343
$58K 0.01%
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344
$57K 0.01%
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345
$57K 0.01%
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346
$57K 0.01%
+3,480
347
$56K 0.01%
+489
348
$55K 0.01%
+1,649
349
$55K 0.01%
+325
350
$55K 0.01%
752
+369
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