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
351
$440K 0.02%
+4,267
352
$439K 0.02%
+47,331
353
$436K 0.02%
2,343
-764
354
$431K 0.02%
+3,940
355
$430K 0.02%
+91,191
356
$421K 0.02%
9,303
+8,934
357
$420K 0.02%
+8,780
358
$419K 0.02%
14,756
+6,960
359
$417K 0.02%
6,145
-2,726
360
$415K 0.02%
5,606
+5,602
361
$413K 0.02%
+1,184
362
$409K 0.02%
+2,711
363
$404K 0.02%
8,567
+8,531
364
$401K 0.02%
+2,644
365
$399K 0.02%
+10,034
366
$395K 0.02%
4,674
367
$390K 0.02%
+2,428
368
$389K 0.02%
1,615
+1,088
369
$388K 0.02%
+2,032
370
$387K 0.02%
+1,918
371
$386K 0.02%
6,828
+4,259
372
$384K 0.02%
+911
373
$383K 0.02%
17,030
+8,326
374
$383K 0.02%
2,630
-1,950
375
$382K 0.02%
+20,165
13 14
15
16 17