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
326
$201K 0.02%
+1,555
327
$200K 0.02%
+1,608
328
$198K 0.02%
6,116
+4,290
329
$197K 0.02%
1,042
+514
330
$196K 0.02%
+4,268
331
$192K 0.02%
+6,670
332
$192K 0.02%
+852
333
$192K 0.02%
371
+162
334
$192K 0.02%
1,386
-3,134
335
$185K 0.02%
+9,835
336
$185K 0.02%
+1,392
337
$184K 0.02%
+782
338
$183K 0.02%
1,585
+1,541
339
$182K 0.02%
1,551
+1,326
340
$181K 0.02%
916
-260
341
$181K 0.02%
3,481
+1,693
342
$177K 0.02%
909
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343
$177K 0.02%
+1,866
344
$177K 0.02%
+5,159
345
$177K 0.02%
1,728
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346
$177K 0.02%
9,195
+5,600
347
$176K 0.02%
+2,398
348
$175K 0.02%
+3,107
349
$174K 0.02%
+1,506
350
$174K 0.02%
1,744
-103
12 13
14
15 16