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
$781M
AUM Growth
-$65.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
470
New
Increased
Reduced
Closed

Top Buys

1
+$9.42M
2
+$2.57M
3
+$916K
4
MRK icon
Merck
MRK
+$643K
5
KO icon
Coca-Cola
KO
+$640K

Top Sells

1
+$12.9M
2
+$11.8M
3
+$8.98M
4
BABA icon
Alibaba
BABA
+$8.94M
5
NVDA icon
NVIDIA
NVDA
+$8.71M

Sector Composition

1 Consumer Discretionary 31.85%
2 Consumer Staples 28.6%
3 Communication Services 16.64%
4 Technology 14.39%
5 Industrials 2.88%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
326
$35K ﹤0.01%
+459
327
$35K ﹤0.01%
149
-484
328
$35K ﹤0.01%
+808
329
$34K ﹤0.01%
227
+60
330
$34K ﹤0.01%
504
331
$33K ﹤0.01%
215
-194
332
$33K ﹤0.01%
+1,462
333
$33K ﹤0.01%
+689
334
$33K ﹤0.01%
+1,100
335
$32K ﹤0.01%
723
-5,749
336
$32K ﹤0.01%
+856
337
$32K ﹤0.01%
193
-25
338
$32K ﹤0.01%
2,211
-2,300
339
$31K ﹤0.01%
1,100
340
$30K ﹤0.01%
+151
341
$29K ﹤0.01%
+1,171
342
$29K ﹤0.01%
+358
343
$27K ﹤0.01%
111
-243
344
$27K ﹤0.01%
350
-100
345
$25K ﹤0.01%
1,081
-1,436
346
$24K ﹤0.01%
600
347
$23K ﹤0.01%
+1,000
348
$22K ﹤0.01%
+391
349
$22K ﹤0.01%
152
-749
350
$22K ﹤0.01%
1,074
12 13
14
15 16