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
351
$174K 0.02%
+477
352
$172K 0.02%
5,410
353
$172K 0.02%
8,332
+7,169
354
$172K 0.02%
+3,985
355
$167K 0.02%
+8,477
356
$166K 0.01%
2,709
-2,509
357
$165K 0.01%
9,192
+1,028
358
$164K 0.01%
1,543
-578
359
$164K 0.01%
692
-49
360
$163K 0.01%
4,381
-3,740
361
$162K 0.01%
253
+242
362
$162K 0.01%
2,895
363
$161K 0.01%
6,437
+5,616
364
$160K 0.01%
+1,563
365
$159K 0.01%
+2,030
366
$157K 0.01%
+1,201
367
$155K 0.01%
+8,713
368
$153K 0.01%
+1,795
369
$149K 0.01%
+3,553
370
$148K 0.01%
+352
371
$148K 0.01%
2,850
+2,840
372
$147K 0.01%
+768
373
$147K 0.01%
+639
374
$146K 0.01%
+362
375
$144K 0.01%
569
+284
13 14
15
16 17