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
351
$21K ﹤0.01%
921
-6,702
352
$21K ﹤0.01%
451
-305
353
$19K ﹤0.01%
600
354
$19K ﹤0.01%
1,000
-540
355
$17K ﹤0.01%
600
-1,143
356
$17K ﹤0.01%
1,700
357
$17K ﹤0.01%
31
-185
358
$15K ﹤0.01%
134
-208
359
$15K ﹤0.01%
507
-828
360
$15K ﹤0.01%
+541
361
$15K ﹤0.01%
+92
362
$15K ﹤0.01%
+71
363
$15K ﹤0.01%
+135
364
$13K ﹤0.01%
686
365
$12K ﹤0.01%
602
-1,200
366
$12K ﹤0.01%
600
367
$11K ﹤0.01%
724
368
$10K ﹤0.01%
77
-582
369
$10K ﹤0.01%
101
-725
370
$9K ﹤0.01%
200
-600
371
$9K ﹤0.01%
600
372
$9K ﹤0.01%
148
-4,306
373
$7K ﹤0.01%
400
374
$6K ﹤0.01%
500
-2,100
375
$6K ﹤0.01%
+100
13 14
15
16 17