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
376
$379K 0.02%
1,656
+665
377
$373K 0.02%
3,410
-1,354
378
$372K 0.02%
1,376
-1,975
379
$371K 0.02%
15,767
+12,710
380
$371K 0.02%
2,980
+1,678
381
$367K 0.02%
+4,701
382
$366K 0.02%
+20,323
383
$366K 0.02%
+4,501
384
$365K 0.02%
2,177
-2,947
385
$360K 0.02%
5,110
+2,106
386
$357K 0.02%
12,826
+7,950
387
$353K 0.02%
+61,868
388
$345K 0.02%
2,848
+1,572
389
$337K 0.02%
6,155
+5,610
390
$336K 0.02%
35,196
-15,574
391
$333K 0.02%
3,661
+2,037
392
$330K 0.02%
+3,698
393
$330K 0.02%
8,861
394
$330K 0.02%
14,166
+12,834
395
$326K 0.02%
637
-508
396
$325K 0.02%
+3,864
397
$324K 0.02%
+7,857
398
$319K 0.01%
+3,895
399
$317K 0.01%
+7,725
400
$317K 0.01%
+7,796
14 15
16
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