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
326
$507K 0.02%
+4,901
327
$489K 0.02%
11,679
-6,888
328
$488K 0.02%
463
+108
329
$485K 0.02%
19,451
+19,412
330
$484K 0.02%
+11,348
331
$481K 0.02%
+2,391
332
$477K 0.02%
2,237
+1,488
333
$476K 0.02%
2,343
+854
334
$475K 0.02%
+2,035
335
$471K 0.02%
+5,734
336
$468K 0.02%
2,425
+1,499
337
$468K 0.02%
+11,821
338
$464K 0.02%
3,369
+3,116
339
$463K 0.02%
+9,391
340
$463K 0.02%
2,588
-19
341
$462K 0.02%
2,592
-4,474
342
$459K 0.02%
10,596
+6,608
343
$457K 0.02%
+12,377
344
$448K 0.02%
4,733
+3,963
345
$448K 0.02%
+6,891
346
$445K 0.02%
+24,331
347
$443K 0.02%
+1,787
348
$443K 0.02%
5,202
+3,479
349
$441K 0.02%
+8,276
350
$440K 0.02%
+13,202
12 13
14
15 16