HFM

Harvest Fund Management Portfolio holdings

AUM $2.36B
1-Year Est. Return 47.85%
This Quarter Est. Return
1 Year Est. Return
+47.85%
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
376
$4K ﹤0.01%
+50
377
$4K ﹤0.01%
18
-359
378
$3K ﹤0.01%
40
379
$2K ﹤0.01%
70
-1,340
380
$2K ﹤0.01%
+34
381
– –
-28
382
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-475
383
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-7,586
384
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-832
385
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386
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387
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-1,582
388
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389
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390
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-936
391
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392
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393
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394
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-4,935
395
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-294
396
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-700
397
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398
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399
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400
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-1,700
14 15
16
17 18