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
351
$55K 0.01%
+554
352
$55K 0.01%
1,300
+200
353
$54K 0.01%
2,600
-500
354
$54K 0.01%
+922
355
$52K 0.01%
+799
356
$52K 0.01%
+1,008
357
$51K 0.01%
+202
358
$51K 0.01%
1,835
359
$51K 0.01%
+497
360
$51K 0.01%
1,200
361
$51K 0.01%
3,000
362
$50K 0.01%
394
363
$50K 0.01%
+407
364
$49K 0.01%
+623
365
$49K 0.01%
1,300
366
$49K 0.01%
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367
$49K 0.01%
+256
368
$48K 0.01%
1,832
-2,685
369
$48K 0.01%
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370
$48K 0.01%
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371
$48K 0.01%
750
-150
372
$47K 0.01%
341
373
$47K 0.01%
2,800
374
$46K 0.01%
+657
375
$45K 0.01%
+3,611
13 14
15
16 17