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
376
$144K 0.01%
258
+207
377
$143K 0.01%
+10,794
378
$137K 0.01%
+1,182
379
$136K 0.01%
+1,061
380
$136K 0.01%
1,302
381
$135K 0.01%
381
382
$134K 0.01%
1,621
383
$134K 0.01%
+1,290
384
$133K 0.01%
2,806
+1,967
385
$133K 0.01%
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386
$132K 0.01%
1,051
-33
387
$132K 0.01%
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388
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+2,802
389
$131K 0.01%
2,213
390
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3,414
-2,360
391
$129K 0.01%
1,556
+1,295
392
$129K 0.01%
3,479
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393
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394
$127K 0.01%
1,499
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395
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396
$125K 0.01%
609
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397
$123K 0.01%
749
-1,374
398
$119K 0.01%
+1,640
399
$119K 0.01%
+924
400
$118K 0.01%
1,206
14 15
16
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