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
376
$45K 0.01%
1,400
377
$43K 0.01%
+420
378
$42K 0.01%
+508
379
$42K 0.01%
5,000
+3,700
380
$42K 0.01%
+288
381
$41K 0.01%
412
382
$41K 0.01%
+634
383
$40K 0.01%
+399
384
$39K 0.01%
+359
385
$39K 0.01%
413
386
$39K 0.01%
+2,677
387
$37K 0.01%
+343
388
$37K 0.01%
1,110
389
$37K 0.01%
1,293
390
$37K 0.01%
+551
391
$37K 0.01%
+3,800
392
$36K 0.01%
359
393
$35K 0.01%
1,600
394
$35K 0.01%
200
395
$35K 0.01%
+275
396
$34K 0.01%
+1,600
397
$33K 0.01%
636
398
$32K 0.01%
1,802
399
$32K 0.01%
369
+100
400
$32K 0.01%
+450
14 15
16
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